FNDMX Mutual Fund

FNDMX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
+1.78%
3 Months
+3.83%
6 Months
+3.07%
YTD
+10.67%
1 Year
+17.47%
3 Years (annualized)
+17.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNDMX 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

This Mutual Fund (YTD)
+10.67%
Peer Avg (YTD)
+11.21%
vs Peers
-0.54%

FNDMX Mutual Fund Performance

FNDMX performance across multiple time periods: 1-month 1.78%, YTD 10.67%, 1-year 17.47%, 3-year 17.47%.

FNDMX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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