FDTRX Mutual Fund

FDTRX Mutual Fund

NAV$225.10
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Returns Overview

1 Month
+4.60%
3 Months
+1.12%
6 Months
+26.35%
YTD
+12.81%
1 Year
+11.86%
3 Years (annualized)
+21.59%
5 Years (annualized)
+6.80%
10 Years (annualized)
+18.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTRX 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)
+12.81%
Peer Avg (YTD)
+16.41%
vs Peers
-3.60%

FDTRX Mutual Fund Performance

FDTRX performance across multiple time periods: 1-month 4.60%, YTD 12.81%, 1-year 11.86%, 3-year 21.59%, 5-year 6.80%, 10-year 18.22%.

FDTRX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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