FSDAX Mutual Fund

NAV$30.55

Returns Overview

1 Month
+4.59%
3 Months
+14.73%
6 Months
+14.91%
YTD
+11.01%
1 Year
+29.77%
3 Years (annualized)
+27.78%
5 Years (annualized)
+20.78%
10 Years (annualized)
+27.80%

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
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 US IMI Aerospace & Defense 25-50 Index
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+13.49%
vs Peers
-2.48%

FSDAX Mutual Fund Performance

FSDAX performance across multiple time periods: 1-month 4.59%, YTD 11.01%, 1-year 29.77%, 3-year 27.78%, 5-year 20.78%, 10-year 27.80%.

FSDAX returns trail the peer average of 13.49% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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