FIDSX Mutual Fund

FIDSX Mutual Fund

NAV$17.30
See how much of FIDSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.40%
3 Months
+10.47%
6 Months
+9.68%
YTD
+9.34%
1 Year
+17.25%
3 Years (annualized)
+22.76%
5 Years (annualized)
+13.55%
10 Years (annualized)
+14.43%

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

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)
+9.34%
Peer Avg (YTD)
+10.67%
vs Peers
-1.32%

FIDSX Mutual Fund Performance

FIDSX performance across multiple time periods: 1-month 6.40%, YTD 9.34%, 1-year 17.25%, 3-year 22.76%, 5-year 13.55%, 10-year 14.43%.

FIDSX returns trail the peer average of 10.67% 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.