FRDEX Mutual Fund

FRDEX Mutual Fund

NAV$14.02
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Returns Overview

1 Month
-1.23%
3 Months
+3.96%
6 Months
+9.02%
YTD
+11.60%
1 Year
+23.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+5.54%
vs Peers
+6.06%

FRDEX Mutual Fund Performance

FRDEX performance across multiple time periods: 1-month -1.23%, YTD 11.60%, 1-year 23.14%.

FRDEX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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