FDERX Mutual Fund

FDERX Mutual Fund

NAV$21.45
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Returns Overview

1 Month
-6.81%
3 Months
-3.42%
6 Months
+0.09%
YTD
+4.39%
1 Year
+6.86%
3 Years (annualized)
+15.05%
5 Years (annualized)
+8.38%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDERX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+10.00%
vs Peers
-5.60%

FDERX Mutual Fund Performance

FDERX performance across multiple time periods: 1-month -6.81%, YTD 4.39%, 1-year 6.86%, 3-year 15.05%, 5-year 8.38%, 10-year 9.29%.

FDERX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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