FSDAX Mutual Fund

FSDAX Mutual Fund

NAV$25.06
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Returns Overview

1 Month
-5.44%
3 Months
-2.43%
6 Months
-4.70%
YTD
+7.20%
1 Year
+15.24%
3 Years (annualized)
+27.35%
5 Years (annualized)
+17.55%
10 Years (annualized)
-8.61%

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)
+7.20%
Peer Avg (YTD)
+8.97%
vs Peers
-1.77%

FSDAX Mutual Fund Performance

FSDAX performance across multiple time periods: 1-month -5.44%, YTD 7.20%, 1-year 15.24%, 3-year 27.35%, 5-year 17.55%, 10-year -8.61%.

FSDAX returns trail the peer average of 8.97% 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.