FTDWX Mutual Fund

NAV$14.78

Returns Overview

1 Month
+0.39%
3 Months
+4.31%
6 Months
+4.36%
YTD
+4.14%
1 Year
+9.03%
3 Years (annualized)
+7.29%
5 Years (annualized)
+2.97%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTDWX 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 ACWI ex US Index
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+4.14%
vs Peers
-0.00%

FTDWX Mutual Fund Performance

FTDWX performance across multiple time periods: 1-month 0.39%, YTD 4.14%, 1-year 9.03%, 3-year 7.29%, 5-year 2.97%, 10-year 3.94%.

FTDWX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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