FDETX Mutual Fund

FDETX Mutual Fund

NAV$31.13
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Returns Overview

1 Month
-1.82%
3 Months
+0.72%
6 Months
+13.22%
YTD
+9.54%
1 Year
+16.58%
3 Years (annualized)
+24.87%
5 Years (annualized)
+16.70%
10 Years (annualized)
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDETX 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
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📉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)
+9.54%
Peer Avg (YTD)
+9.98%
vs Peers
-0.45%

FDETX Mutual Fund Performance

FDETX performance across multiple time periods: 1-month -1.82%, YTD 9.54%, 1-year 16.58%, 3-year 24.87%, 5-year 16.70%, 10-year 15.83%.

FDETX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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