FDFAX Mutual Fund

NAV$87.62

Returns Overview

1 Month
+7.66%
3 Months
+13.16%
6 Months
+12.37%
YTD
+15.01%
1 Year
+9.85%
3 Years
+7.35%
5 Years
+7.80%
10 Years
+7.15%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FDFAX 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)
+15.01%
Peer Avg (YTD)
+13.43%
vs Peers
+1.58%

FDFAX Mutual Fund Performance

FDFAX performance across multiple time periods: 1-month 7.66%, YTD 15.01%, 1-year 9.85%, 3-year 7.35%, 5-year 7.80%, 10-year 7.15%.

FDFAX returns outperform the peer average of 13.43% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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