FRDPX Mutual Fund

FRDPX Mutual Fund

NAV$98.97
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Returns Overview

1 Month
+2.74%
3 Months
+4.92%
6 Months
+6.97%
YTD
+7.61%
1 Year
+12.33%
3 Years (annualized)
+11.09%
5 Years (annualized)
+6.94%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDPX 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)
+7.61%
Peer Avg (YTD)
+9.41%
vs Peers
-1.80%

FRDPX Mutual Fund Performance

FRDPX performance across multiple time periods: 1-month 2.74%, YTD 7.61%, 1-year 12.33%, 3-year 11.09%, 5-year 6.94%, 10-year 11.20%.

FRDPX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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