FRDAX Mutual Fund

FRDAX Mutual Fund

NAV$97.04
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Returns Overview

1 Month
-3.28%
3 Months
+0.18%
6 Months
+8.17%
YTD
+5.05%
1 Year
+6.23%
3 Years (annualized)
+11.10%
5 Years (annualized)
+7.05%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDAX 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)
+5.05%
Peer Avg (YTD)
+9.98%
vs Peers
-4.94%

FRDAX Mutual Fund Performance

FRDAX performance across multiple time periods: 1-month -3.28%, YTD 5.05%, 1-year 6.23%, 3-year 11.10%, 5-year 7.05%, 10-year 11.51%.

FRDAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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