FDVAX Mutual Fund

FDVAX Mutual Fund

NAV$29.95
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Returns Overview

1 Month
-3.59%
3 Months
-3.69%
6 Months
+0.30%
YTD
+6.62%
1 Year
+10.20%
3 Years (annualized)
+18.36%
5 Years (annualized)
+5.53%
10 Years (annualized)
+9.06%

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
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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)
+6.62%
Peer Avg (YTD)
+5.23%
vs Peers
+1.39%

FDVAX Mutual Fund Performance

FDVAX performance across multiple time periods: 1-month -3.59%, YTD 6.62%, 1-year 10.20%, 3-year 18.36%, 5-year 5.53%, 10-year 9.06%.

FDVAX returns outperform the peer average of 5.23% 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.