FRDTX Mutual Fund

FRDTX Mutual Fund

NAV$96.13
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Returns Overview

1 Month
+2.67%
3 Months
+4.72%
6 Months
+6.57%
YTD
+7.14%
1 Year
+11.49%
3 Years (annualized)
+10.26%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.65%

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
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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)
+7.14%
Peer Avg (YTD)
+9.41%
vs Peers
-2.27%

FRDTX Mutual Fund Performance

FRDTX performance across multiple time periods: 1-month 2.67%, YTD 7.14%, 1-year 11.49%, 3-year 10.26%, 5-year 6.91%, 10-year 10.65%.

FRDTX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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