FSDPX Mutual Fund

FSDPX Mutual Fund

NAV$98.36
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Returns Overview

1 Month
+2.61%
3 Months
+1.56%
6 Months
-4.41%
YTD
+8.36%
1 Year
+16.74%
3 Years (annualized)
+10.12%
5 Years (annualized)
+4.21%
10 Years (annualized)
+7.89%

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)
+8.36%
Peer Avg (YTD)
-1.80%
vs Peers
+10.16%

FSDPX Mutual Fund Performance

FSDPX performance across multiple time periods: 1-month 2.61%, YTD 8.36%, 1-year 16.74%, 3-year 10.12%, 5-year 4.21%, 10-year 7.89%.

FSDPX returns outperform the peer average of -1.80% 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.