FADMX Mutual Fund

NAV$12.17

Returns Overview

1 Month
+0.39%
3 Months
+3.14%
6 Months
+2.54%
YTD
+2.46%
1 Year
+7.09%
3 Years (annualized)
+7.58%
5 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FADMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Strategic Income Composite Index
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+3.23%
vs Peers
-0.77%

FADMX Mutual Fund Performance

FADMX performance across multiple time periods: 1-month 0.39%, YTD 2.46%, 1-year 7.09%, 3-year 7.58%, 5-year 3.07%.

FADMX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

FADMX performance comparison shows side-by-side returns with another fund. FADMX alternatives are available in the Mutual Fund Screener.