FDUAX Mutual Fund

FDUAX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-0.78%
3 Months
+0.92%
6 Months
+1.03%
YTD
+1.89%
1 Year
+4.41%

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
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

This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+0.23%
vs Peers
+1.65%

FDUAX Mutual Fund Performance

FDUAX performance across multiple time periods: 1-month -0.78%, YTD 1.89%, 1-year 4.41%.

FDUAX returns outperform the peer average of 0.23% 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.