FIDFX Mutual Fund

FIDFX Mutual Fund

NAV$35.97
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Returns Overview

1 Month
+0.55%
3 Months
+7.62%
6 Months
+17.56%
YTD
+26.85%
1 Year
+33.89%
3 Years (annualized)
+22.94%
5 Years (annualized)
+15.54%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.85%
Peer Avg (YTD)
+9.89%
vs Peers
+16.96%

FIDFX Mutual Fund Performance

FIDFX performance across multiple time periods: 1-month 0.55%, YTD 26.85%, 1-year 33.89%, 3-year 22.94%, 5-year 15.54%, 10-year 11.82%.

FIDFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

FIDFX vs another fund shows side-by-side returns. FIDFX alternatives are available in the Mutual Fund Screener.