FDVAX Mutual Fund

FDVAX Mutual Fund

NAV$30.28
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Returns Overview

1 Month
+2.00%
3 Months
+2.74%
6 Months
+4.44%
YTD
+14.02%
1 Year
+22.76%
3 Years (annualized)
+16.44%
5 Years (annualized)
+5.95%
10 Years (annualized)
+9.16%

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
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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

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.02%
Peer Avg (YTD)
+8.51%
vs Peers
+5.51%

FDVAX Mutual Fund Performance

FDVAX performance across multiple time periods: 1-month 2.00%, YTD 14.02%, 1-year 22.76%, 3-year 16.44%, 5-year 5.95%, 10-year 9.16%.

FDVAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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