FDESX Mutual Fund

FDESX Mutual Fund

NAV$44.59
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Returns Overview

1 Month
+0.34%
3 Months
-0.23%
6 Months
+17.48%
YTD
+13.68%
1 Year
+17.58%
3 Years (annualized)
+19.71%
5 Years (annualized)
+12.01%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDESX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.68%
Peer Avg (YTD)
+8.68%
vs Peers
+5.00%

FDESX Mutual Fund Performance

FDESX performance across multiple time periods: 1-month 0.34%, YTD 13.68%, 1-year 17.58%, 3-year 19.71%, 5-year 12.01%, 10-year 14.09%.

FDESX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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