FDPIX Mutual Fund

FDPIX Mutual Fund

NAV$13.18
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Returns Overview

1 Month
-2.03%
3 Months
-0.33%
6 Months
-1.66%
YTD
-3.10%
1 Year
-3.76%
3 Years (annualized)
+1.92%
5 Years (annualized)
-1.46%
10 Years (annualized)
-1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDPIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.10%
Peer Avg (YTD)
-6.51%
vs Peers
+3.40%

FDPIX Mutual Fund Performance

FDPIX performance across multiple time periods: 1-month -2.03%, YTD -3.10%, 1-year -3.76%, 3-year 1.92%, 5-year -1.46%, 10-year -1.62%.

FDPIX returns outperform the peer average of -6.51% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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