FSDPX Mutual Fund

FSDPX Mutual Fund

NAV$97.29
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Returns Overview

1 Month
-7.65%
3 Months
-4.28%
6 Months
-4.23%
YTD
+5.61%
1 Year
+6.86%
3 Years (annualized)
+7.30%
5 Years (annualized)
+5.76%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSDPX 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 US IMI/Materials 25/50
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+7.76%
vs Peers
-2.15%

FSDPX Mutual Fund Performance

FSDPX performance across multiple time periods: 1-month -7.65%, YTD 5.61%, 1-year 6.86%, 3-year 7.30%, 5-year 5.76%, 10-year 8.07%.

FSDPX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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