FDNRX Mutual Fund

FDNRX Mutual Fund

NAV$197.54
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Returns Overview

1 Month
+4.55%
3 Months
+0.97%
6 Months
+25.98%
YTD
+12.31%
1 Year
+11.20%
3 Years (annualized)
+20.88%
5 Years (annualized)
+6.19%
10 Years (annualized)
+17.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDNRX 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)
+12.31%
Peer Avg (YTD)
+16.41%
vs Peers
-4.09%

FDNRX Mutual Fund Performance

FDNRX performance across multiple time periods: 1-month 4.55%, YTD 12.31%, 1-year 11.20%, 3-year 20.88%, 5-year 6.19%, 10-year 17.55%.

FDNRX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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