FDAFX Mutual Fund

NAV$12.81

Returns Overview

1 Month
+0.55%
3 Months
+6.90%
6 Months
+6.73%
YTD
+6.22%
1 Year
+15.33%
3 Years (annualized)
+11.71%
5 Years (annualized)
+5.98%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDAFX 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 Freedom 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+7.64%
vs Peers
-1.42%

FDAFX Mutual Fund Performance

FDAFX performance across multiple time periods: 1-month 0.55%, YTD 6.22%, 1-year 15.33%, 3-year 11.71%, 5-year 5.98%, 10-year 8.50%.

FDAFX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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