FADTX Mutual Fund

NAV$133.88

Returns Overview

1 Month
+6.65%
3 Months
+14.97%
6 Months
+49.20%
YTD
+28.68%
1 Year
+38.43%
3 Years (annualized)
+42.11%
5 Years (annualized)
+28.89%
10 Years (annualized)
+30.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FADTX 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
MSCI US IMI/Information Technology 25/50
This Mutual Fund (YTD)
+28.68%
Peer Avg (YTD)
+23.53%
vs Peers
+5.15%

FADTX Mutual Fund Performance

FADTX performance across multiple time periods: 1-month 6.65%, YTD 28.68%, 1-year 38.43%, 3-year 42.11%, 5-year 28.89%, 10-year 30.50%.

FADTX returns outperform the peer average of 23.53% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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