FRDTX Mutual Fund

FRDTX Mutual Fund

NAV$93.42
See how much of FRDTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.72%
3 Months
+3.09%
6 Months
+5.57%
YTD
+7.91%
1 Year
+10.06%
3 Years (annualized)
+13.05%
5 Years (annualized)
+9.43%
10 Years (annualized)
+12.16%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+11.21%
vs Peers
-3.30%

FRDTX Mutual Fund Performance

FRDTX performance across multiple time periods: 1-month 0.72%, YTD 7.91%, 1-year 10.06%, 3-year 13.05%, 5-year 9.43%, 10-year 12.16%.

FRDTX returns trail the peer average of 11.21% 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.