FDATX Mutual Fund

FDATX Mutual Fund

NAV$25.35
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Returns Overview

1 Month
+0.08%
3 Months
+1.69%
6 Months
-3.48%
YTD
+1.40%
1 Year
+5.90%
3 Years (annualized)
+3.56%
5 Years (annualized)
+0.97%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDATX 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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+4.75%
vs Peers
-3.34%

FDATX Mutual Fund Performance

FDATX performance across multiple time periods: 1-month 0.08%, YTD 1.40%, 1-year 5.90%, 3-year 3.56%, 5-year 0.97%, 10-year 1.63%.

FDATX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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