FDAAX Mutual Fund

FDAAX Mutual Fund

NAV$7.27
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Returns Overview

1 Month
+0.90%
3 Months
+1.45%
6 Months
+2.09%
YTD
+1.99%
1 Year
+2.98%
3 Years (annualized)
+6.96%
5 Years (annualized)
+6.24%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+0.12%
vs Peers
+1.87%

FDAAX Mutual Fund Performance

FDAAX performance across multiple time periods: 1-month 0.90%, YTD 1.99%, 1-year 2.98%, 3-year 6.96%, 5-year 6.24%, 10-year 4.36%.

FDAAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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