FNDSX Mutual Fund

FNDSX Mutual Fund

NAV$8.91
See how much of FNDSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.62%
3 Months
-3.53%
6 Months
-3.22%
YTD
-3.62%
1 Year
-2.81%
3 Years (annualized)
+3.50%
5 Years (annualized)
-0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNDSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays MSCI USA Aggregate ESG Choice Bond Index(^BBMSCIUAECB)
This Mutual Fund (YTD)
-3.62%
Peer Avg (YTD)
+0.50%
vs Peers
-4.12%

FNDSX Mutual Fund Performance

FNDSX performance across multiple time periods: 1-month -2.62%, YTD -3.62%, 1-year -2.81%, 3-year 3.50%, 5-year -0.60%.

FNDSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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