FDIVX Mutual Fund

FDIVX Mutual Fund

NAV$53.70
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Returns Overview

1 Month
-2.14%
3 Months
-2.07%
6 Months
+12.55%
YTD
+10.85%
1 Year
+16.98%
3 Years (annualized)
+18.03%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIVX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+8.68%
vs Peers
+2.17%

FDIVX Mutual Fund Performance

FDIVX performance across multiple time periods: 1-month -2.14%, YTD 10.85%, 1-year 16.98%, 3-year 18.03%, 5-year 6.92%, 10-year 9.65%.

FDIVX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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