FIDRX Mutual Fund

NAV$75.24

Returns Overview

1 Month
+8.60%
3 Months
+18.12%
6 Months
+23.42%
YTD
+20.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDRX 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 US IMI/Industrials 25/50
This Mutual Fund (YTD)
+20.60%
Peer Avg (YTD)
+13.49%
vs Peers
+7.11%

FIDRX Mutual Fund Performance

FIDRX performance across multiple time periods: 1-month 8.60%, YTD 20.60%.

FIDRX returns outperform the peer average of 13.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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