FDAAX Mutual Fund

FDAAX Mutual Fund

NAV$7.19
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Returns Overview

1 Month
-0.26%
3 Months
+0.56%
6 Months
+2.01%
YTD
+2.56%
1 Year
+3.08%
3 Years (annualized)
+6.30%
5 Years (annualized)
+5.81%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDAAX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+2.56%
Peer Avg (YTD)
+2.28%
vs Peers
+0.28%

FDAAX Mutual Fund Performance

FDAAX performance across multiple time periods: 1-month -0.26%, YTD 2.56%, 1-year 3.08%, 3-year 6.30%, 5-year 5.81%, 10-year 4.05%.

FDAAX returns outperform the peer average of 2.28% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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