FDVAX Mutual Fund

NAV$31.57

Returns Overview

1 Month
+2.64%
3 Months
+14.83%
6 Months
+13.91%
YTD
+12.81%
1 Year
+21.94%
3 Years (annualized)
+15.55%
5 Years (annualized)
+7.10%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDVAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.81%
Peer Avg (YTD)
+8.97%
vs Peers
+3.84%

FDVAX Mutual Fund Performance

FDVAX performance across multiple time periods: 1-month 2.64%, YTD 12.81%, 1-year 21.94%, 3-year 15.55%, 5-year 7.10%, 10-year 9.72%.

FDVAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

FDVAX performance comparison shows side-by-side returns with another fund. FDVAX alternatives are available in the Mutual Fund Screener.