FDFAX Mutual Fund

FDFAX Mutual Fund

NAV$103.54
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Returns Overview

1 Month
+11.16%
3 Months
+7.17%
6 Months
+9.97%
YTD
+21.71%
1 Year
+24.34%
3 Years (annualized)
+10.14%
5 Years (annualized)
+6.61%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFAX 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)
+21.71%
Peer Avg (YTD)
+12.54%
vs Peers
+9.16%

FDFAX Mutual Fund Performance

FDFAX performance across multiple time periods: 1-month 11.16%, YTD 21.71%, 1-year 24.34%, 3-year 10.14%, 5-year 6.61%, 10-year 7.19%.

FDFAX returns outperform the peer average of 12.54% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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