FSXDX Mutual Fund

FSXDX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-0.44%
3 Months
-1.02%
6 Months
+0.90%
YTD
+5.61%
1 Year
+6.55%
3 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSXDX 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

This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+14.77%
vs Peers
-9.16%

FSXDX Mutual Fund Performance

FSXDX performance across multiple time periods: 1-month -0.44%, YTD 5.61%, 1-year 6.55%, 3-year 14.09%.

FSXDX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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