FDAGX Mutual Fund

NAV$93.07

Returns Overview

1 Month
+2.34%
3 Months
+4.40%
6 Months
+10.69%
YTD
+10.64%
1 Year
+10.19%
3 Years (annualized)
+4.03%
5 Years (annualized)
+4.22%
10 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDAGX 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

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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 USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+7.61%
vs Peers
+3.03%

FDAGX Mutual Fund Performance

FDAGX performance across multiple time periods: 1-month 2.34%, YTD 10.64%, 1-year 10.19%, 3-year 4.03%, 5-year 4.22%, 10-year 5.45%.

FDAGX returns outperform the peer average of 7.61% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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