FIDAX Mutual Fund

FIDAX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
-5.79%
3 Months
-0.93%
6 Months
+9.85%
YTD
+0.58%
1 Year
+6.48%
3 Years (annualized)
+19.60%
5 Years (annualized)
+8.11%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+7.91%
vs Peers
-7.33%

FIDAX Mutual Fund Performance

FIDAX performance across multiple time periods: 1-month -5.79%, YTD 0.58%, 1-year 6.48%, 3-year 19.60%, 5-year 8.11%, 10-year 10.87%.

FIDAX returns trail the peer average of 7.91% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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