FTSDX Mutual Fund

FTSDX Mutual Fund

NAV$19.45
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Returns Overview

1 Month
+2.71%
3 Months
-0.69%
6 Months
+2.17%
YTD
+11.92%
1 Year
+14.34%
3 Years (annualized)
+16.02%
5 Years (annualized)
+7.10%
10 Years (annualized)
+9.07%

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)
+11.92%
Peer Avg (YTD)
+6.22%
vs Peers
+5.70%

FTSDX Mutual Fund Performance

FTSDX performance across multiple time periods: 1-month 2.71%, YTD 11.92%, 1-year 14.34%, 3-year 16.02%, 5-year 7.10%, 10-year 9.07%.

FTSDX returns outperform the peer average of 6.22% 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.