FSDPX Mutual Fund

FSDPX Mutual Fund

NAV$98.05
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Returns Overview

1 Month
-3.30%
3 Months
-5.88%
6 Months
-2.94%
YTD
+8.42%
1 Year
+14.41%
3 Years (annualized)
+3.84%
5 Years (annualized)
+4.72%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSDPX 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
MSCI US IMI/Materials 25/50
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
-3.00%
vs Peers
+11.42%

FSDPX Mutual Fund Performance

FSDPX performance across multiple time periods: 1-month -3.30%, YTD 8.42%, 1-year 14.41%, 3-year 3.84%, 5-year 4.72%, 10-year 7.65%.

FSDPX returns outperform the peer average of -3.00% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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