FSDPX Mutual Fund

NAV$102.17

Returns Overview

1 Month
-2.76%
3 Months
-2.74%
6 Months
+8.99%
YTD
+7.26%
1 Year
+13.47%
3 Years (annualized)
+6.09%
5 Years (annualized)
+5.07%
10 Years (annualized)
+8.07%

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
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
MSCI US IMI/Materials 25/50
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
-2.18%
vs Peers
+9.44%

FSDPX Mutual Fund Performance

FSDPX performance across multiple time periods: 1-month -2.76%, YTD 7.26%, 1-year 13.47%, 3-year 6.09%, 5-year 5.07%, 10-year 8.07%.

FSDPX returns outperform the peer average of -2.18% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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