FDTZX Mutual Fund

FDTZX Mutual Fund

NAV$27.40
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Returns Overview

1 Month
-1.87%
3 Months
+0.59%
6 Months
+12.86%
YTD
+9.03%
1 Year
+15.84%
3 Years (annualized)
+24.06%
5 Years (annualized)
+15.89%
10 Years (annualized)
+14.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTZX 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)
+9.03%
Peer Avg (YTD)
+9.98%
vs Peers
-0.96%

FDTZX Mutual Fund Performance

FDTZX performance across multiple time periods: 1-month -1.87%, YTD 9.03%, 1-year 15.84%, 3-year 24.06%, 5-year 15.89%, 10-year 14.96%.

FDTZX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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