FASDX Mutual Fund

NAV$19.83

Returns Overview

1 Month
+1.49%
3 Months
+8.65%
6 Months
+13.82%
YTD
+12.98%
1 Year
+22.53%
3 Years (annualized)
+13.22%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASDX 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
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+6.73%
vs Peers
+6.26%

FASDX Mutual Fund Performance

FASDX performance across multiple time periods: 1-month 1.49%, YTD 12.98%, 1-year 22.53%, 3-year 13.22%, 5-year 7.73%, 10-year 9.22%.

FASDX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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