FDAGX Mutual Fund

FDAGX Mutual Fund

NAV$101.96
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Returns Overview

1 Month
+11.13%
3 Months
+7.08%
6 Months
+10.22%
YTD
+22.20%
1 Year
+26.88%
3 Years (annualized)
+15.86%
5 Years (annualized)
+12.03%
10 Years (annualized)
+13.34%

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
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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
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+22.20%
Peer Avg (YTD)
+12.54%
vs Peers
+9.66%

FDAGX Mutual Fund Performance

FDAGX performance across multiple time periods: 1-month 11.13%, YTD 22.20%, 1-year 26.88%, 3-year 15.86%, 5-year 12.03%, 10-year 13.34%.

FDAGX returns outperform the peer average of 12.54% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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