FRDRX Mutual Fund

FRDRX Mutual Fund

NAV$96.66
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Returns Overview

1 Month
-3.32%
3 Months
+0.06%
6 Months
+7.89%
YTD
+4.67%
1 Year
+5.70%
3 Years (annualized)
+11.88%
5 Years (annualized)
+7.28%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDRX 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)
+4.67%
Peer Avg (YTD)
+9.98%
vs Peers
-5.31%

FRDRX Mutual Fund Performance

FRDRX performance across multiple time periods: 1-month -3.32%, YTD 4.67%, 1-year 5.70%, 3-year 11.88%, 5-year 7.28%, 10-year 11.23%.

FRDRX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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