FRDTX Mutual Fund

NAV$97.00

Returns Overview

1 Month
-0.31%
3 Months
+7.70%
6 Months
+4.73%
YTD
+4.35%
1 Year
+10.17%
3 Years (annualized)
+11.32%
5 Years (annualized)
+9.88%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+9.51%
vs Peers
-5.15%

FRDTX Mutual Fund Performance

FRDTX performance across multiple time periods: 1-month -0.31%, YTD 4.35%, 1-year 10.17%, 3-year 11.32%, 5-year 9.88%, 10-year 12.18%.

FRDTX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

FRDTX performance comparison shows side-by-side returns with another fund. FRDTX alternatives are available in the Mutual Fund Screener.