FDFAX Mutual Fund

FDFAX Mutual Fund

NAV$94.36
See how much of FDFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.37%
3 Months
-1.19%
6 Months
+3.23%
YTD
+9.48%
1 Year
+11.69%
3 Years (annualized)
+5.09%
5 Years (annualized)
+4.86%
10 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+4.24%
vs Peers
+5.24%

FDFAX Mutual Fund Performance

FDFAX performance across multiple time periods: 1-month -4.37%, YTD 9.48%, 1-year 11.69%, 3-year 5.09%, 5-year 4.86%, 10-year 6.25%.

FDFAX returns outperform the peer average of 4.24% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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