FIDSX Mutual Fund

FIDSX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
+1.97%
3 Months
+14.84%
6 Months
+17.18%
YTD
+11.49%
1 Year
+15.24%
3 Years (annualized)
+25.05%
5 Years (annualized)
+11.37%
10 Years (annualized)
-11.87%

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
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🏦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
MSCI USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+11.10%
vs Peers
+0.39%

FIDSX Mutual Fund Performance

FIDSX performance across multiple time periods: 1-month 1.97%, YTD 11.49%, 1-year 15.24%, 3-year 25.05%, 5-year 11.37%, 10-year -11.87%.

FIDSX returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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