FIDFX Mutual Fund

FIDFX Mutual Fund

NAV$38.49
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Returns Overview

1 Month
+5.62%
3 Months
-0.34%
6 Months
+8.72%
YTD
+25.72%
1 Year
+33.09%
3 Years (annualized)
+25.28%
5 Years (annualized)
+13.19%
10 Years (annualized)
+11.96%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+25.72%
Peer Avg (YTD)
+10.76%
vs Peers
+14.96%

FIDFX Mutual Fund Performance

FIDFX performance across multiple time periods: 1-month 5.62%, YTD 25.72%, 1-year 33.09%, 3-year 25.28%, 5-year 13.19%, 10-year 11.96%.

FIDFX returns outperform the peer average of 10.76% 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.