FADAX Mutual Fund

FADAX Mutual Fund

NAV$22.59
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Returns Overview

1 Month
+0.64%
3 Months
+9.64%
6 Months
+11.94%
YTD
+11.21%
1 Year
+16.15%
3 Years (annualized)
+18.26%
5 Years (annualized)
+16.02%
10 Years (annualized)
+10.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FADAX 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
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+8.00%
vs Peers
+3.21%

FADAX Mutual Fund Performance

FADAX performance across multiple time periods: 1-month 0.64%, YTD 11.21%, 1-year 16.15%, 3-year 18.26%, 5-year 16.02%, 10-year 10.58%.

FADAX returns outperform the peer average of 8.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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