FDAGX Mutual Fund

NAV$86.25

Returns Overview

1 Month
+7.64%
3 Months
+14.37%
6 Months
+13.49%
YTD
+14.96%
1 Year
+10.78%
3 Years
+7.44%
5 Years
+7.73%
10 Years
+6.97%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FDAGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+14.96%
Peer Avg (YTD)
+13.43%
vs Peers
+1.53%

FDAGX Mutual Fund Performance

FDAGX performance across multiple time periods: 1-month 7.64%, YTD 14.96%, 1-year 10.78%, 3-year 7.44%, 5-year 7.73%, 10-year 6.97%.

FDAGX returns outperform the peer average of 13.43% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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