FSDAX Mutual Fund

FSDAX Mutual Fund

NAV$28.26
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Returns Overview

1 Month
-1.35%
3 Months
+11.18%
6 Months
+6.84%
YTD
+13.36%
1 Year
+23.22%
3 Years (annualized)
+28.75%
5 Years (annualized)
+18.46%
10 Years (annualized)
+15.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSDAX 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 US IMI Aerospace & Defense 25-50 Index
This Mutual Fund (YTD)
+13.36%
Peer Avg (YTD)
+11.31%
vs Peers
+2.05%

FSDAX Mutual Fund Performance

FSDAX performance across multiple time periods: 1-month -1.35%, YTD 13.36%, 1-year 23.22%, 3-year 28.75%, 5-year 18.46%, 10-year 15.75%.

FSDAX returns outperform the peer average of 11.31% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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