FRDRX Mutual Fund

FRDRX Mutual Fund

NAV$95.78
See how much of FRDRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
+3.21%
6 Months
+5.83%
YTD
+8.27%
1 Year
+10.61%
3 Years (annualized)
+11.88%
5 Years (annualized)
+7.28%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+11.21%
vs Peers
-2.95%

FRDRX Mutual Fund Performance

FRDRX performance across multiple time periods: 1-month 0.75%, YTD 8.27%, 1-year 10.61%, 3-year 11.88%, 5-year 7.28%, 10-year 11.23%.

FRDRX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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