FRDTX Mutual Fund

FRDTX Mutual Fund

NAV$94.27
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Returns Overview

1 Month
-3.36%
3 Months
-0.07%
6 Months
+7.63%
YTD
+4.28%
1 Year
+5.18%
3 Years (annualized)
+13.05%
5 Years (annualized)
+9.43%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDTX 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
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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)
+4.28%
Peer Avg (YTD)
+9.98%
vs Peers
-5.70%

FRDTX Mutual Fund Performance

FRDTX performance across multiple time periods: 1-month -3.36%, YTD 4.28%, 1-year 5.18%, 3-year 13.05%, 5-year 9.43%, 10-year 12.16%.

FRDTX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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