FDUAX Mutual Fund

FDUAX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
+0.33%
3 Months
+0.60%
6 Months
+1.03%
YTD
+2.23%
1 Year
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDUAX 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
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📉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

This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+0.15%
vs Peers
+2.08%

FDUAX Mutual Fund Performance

FDUAX performance across multiple time periods: 1-month 0.33%, YTD 2.23%, 1-year 3.70%.

FDUAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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