FASDX Mutual Fund

FASDX Mutual Fund

NAV$19.88
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Returns Overview

1 Month
-0.08%
3 Months
+2.99%
6 Months
+9.46%
YTD
+12.89%
1 Year
+20.96%
3 Years (annualized)
+13.51%
5 Years (annualized)
+7.37%
10 Years (annualized)
+8.92%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+12.89%
Peer Avg (YTD)
+6.57%
vs Peers
+6.32%

FASDX Mutual Fund Performance

FASDX performance across multiple time periods: 1-month -0.08%, YTD 12.89%, 1-year 20.96%, 3-year 13.51%, 5-year 7.37%, 10-year 8.92%.

FASDX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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