FTSDX Mutual Fund

FTSDX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
-3.11%
3 Months
-3.40%
6 Months
+4.85%
YTD
+8.97%
1 Year
+12.11%
3 Years (annualized)
+13.78%
5 Years (annualized)
+7.34%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTSDX 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
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+6.10%
vs Peers
+2.87%

FTSDX Mutual Fund Performance

FTSDX performance across multiple time periods: 1-month -3.11%, YTD 8.97%, 1-year 12.11%, 3-year 13.78%, 5-year 7.34%, 10-year 8.92%.

FTSDX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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