FNDSX Mutual Fund

FNDSX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+2.03%
3 Months
-0.30%
6 Months
-1.36%
YTD
-1.66%
1 Year
-1.47%
3 Years (annualized)
+4.12%
5 Years (annualized)
-1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNDSX 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
Bloomberg Barclays MSCI USA Aggregate ESG Choice Bond Index(^BBMSCIUAECB)
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
+1.93%
vs Peers
-3.59%

FNDSX Mutual Fund Performance

FNDSX performance across multiple time periods: 1-month 2.03%, YTD -1.66%, 1-year -1.47%, 3-year 4.12%, 5-year -1.09%.

FNDSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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