FCDIX Mutual Fund

NAV$52.31

Returns Overview

1 Month
+6.40%
3 Months
+18.46%
6 Months
+23.36%
YTD
+21.89%
1 Year
+42.64%
3 Years (annualized)
+20.77%
5 Years (annualized)
+11.23%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCDIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.89%
Peer Avg (YTD)
+18.52%
vs Peers
+3.37%

FCDIX Mutual Fund Performance

FCDIX performance across multiple time periods: 1-month 6.40%, YTD 21.89%, 1-year 42.64%, 3-year 20.77%, 5-year 11.23%, 10-year 13.98%.

FCDIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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