FMDRX Mutual Fund

NAV$34.93

Returns Overview

1 Month
-0.49%
3 Months
+3.77%
6 Months
+1.22%
YTD
+0.43%
1 Year
+9.98%
3 Years (annualized)
+13.14%
5 Years (annualized)
+9.65%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMDRX 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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+9.49%
vs Peers
-9.06%

FMDRX Mutual Fund Performance

FMDRX performance across multiple time periods: 1-month -0.49%, YTD 0.43%, 1-year 9.98%, 3-year 13.14%, 5-year 9.65%, 10-year 9.54%.

FMDRX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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