FIDPX Mutual Fund

NAV$11.89

Returns Overview

1 Month
+1.10%
3 Months
+0.86%
6 Months
+4.42%
YTD
+4.61%
1 Year
+10.17%
3 Years (annualized)
+12.73%
5 Years (annualized)
+9.32%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDPX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.61%
Peer Avg (YTD)
+9.13%
vs Peers
-4.52%

FIDPX Mutual Fund Performance

FIDPX performance across multiple time periods: 1-month 1.10%, YTD 4.61%, 1-year 10.17%, 3-year 12.73%, 5-year 9.32%, 10-year 7.67%.

FIDPX returns trail the peer average of 9.13% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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