FIDSX Mutual Fund

NAV$17.55

Returns Overview

1 Month
+5.86%
3 Months
+10.15%
6 Months
+2.01%
YTD
+1.44%
1 Year
+8.84%
3 Years (annualized)
+22.51%
5 Years (annualized)
+10.23%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDSX 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 USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+8.61%
vs Peers
-7.17%

FIDSX Mutual Fund Performance

FIDSX performance across multiple time periods: 1-month 5.86%, YTD 1.44%, 1-year 8.84%, 3-year 22.51%, 5-year 10.23%, 10-year 12.23%.

FIDSX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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