FDTEX Mutual Fund

FDTEX Mutual Fund

NAV$41.25
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Returns Overview

1 Month
+0.27%
3 Months
-0.42%
6 Months
+17.07%
YTD
+13.10%
1 Year
+16.78%
3 Years (annualized)
+20.08%
5 Years (annualized)
+11.93%
10 Years (annualized)
+14.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTEX 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)
+13.10%
Peer Avg (YTD)
+8.68%
vs Peers
+4.42%

FDTEX Mutual Fund Performance

FDTEX performance across multiple time periods: 1-month 0.27%, YTD 13.10%, 1-year 16.78%, 3-year 20.08%, 5-year 11.93%, 10-year 14.94%.

FDTEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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