FRDEX Mutual Fund

FRDEX Mutual Fund

NAV$13.84
See how much of FRDEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.36%
3 Months
-0.14%
6 Months
+15.46%
YTD
+12.83%
1 Year
+17.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+4.96%
vs Peers
+7.86%

FRDEX Mutual Fund Performance

FRDEX performance across multiple time periods: 1-month -1.36%, YTD 12.83%, 1-year 17.50%.

FRDEX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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