FIDFX Mutual Fund

FIDFX Mutual Fund

NAV$37.67
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Returns Overview

1 Month
+0.77%
3 Months
+9.09%
6 Months
+22.63%
YTD
+26.15%
1 Year
+39.28%
3 Years (annualized)
+20.23%
5 Years (annualized)
+14.14%
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)
+26.15%
Peer Avg (YTD)
+9.54%
vs Peers
+16.61%

FIDFX Mutual Fund Performance

FIDFX performance across multiple time periods: 1-month 0.77%, YTD 26.15%, 1-year 39.28%, 3-year 20.23%, 5-year 14.14%, 10-year 11.82%.

FIDFX returns outperform the peer average of 9.54% 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.