FIDFX Mutual Fund

NAV$38.53

Returns Overview

1 Month
+6.21%
3 Months
+20.93%
6 Months
+28.70%
YTD
+26.61%
1 Year
+43.27%
3 Years (annualized)
+23.50%
5 Years (annualized)
+16.34%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.61%
Peer Avg (YTD)
+10.82%
vs Peers
+15.79%

FIDFX Mutual Fund Performance

FIDFX performance across multiple time periods: 1-month 6.21%, YTD 26.61%, 1-year 43.27%, 3-year 23.50%, 5-year 16.34%.

FIDFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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