FIDPX Mutual Fund

FIDPX Mutual Fund

NAV$11.17
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Returns Overview

1 Month
-5.54%
3 Months
-1.13%
6 Months
-0.28%
YTD
+3.42%
1 Year
+7.34%
3 Years (annualized)
+14.59%
5 Years (annualized)
+9.59%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDPX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+9.29%
vs Peers
-5.87%

FIDPX Mutual Fund Performance

FIDPX performance across multiple time periods: 1-month -5.54%, YTD 3.42%, 1-year 7.34%, 3-year 14.59%, 5-year 9.59%, 10-year 8.17%.

FIDPX returns trail the peer average of 9.29% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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