FCDTX Mutual Fund

NAV$47.61

Returns Overview

1 Month
+6.36%
3 Months
+18.30%
6 Months
+23.03%
YTD
+21.59%
1 Year
+41.94%
3 Years (annualized)
+20.16%
5 Years (annualized)
+12.88%
10 Years (annualized)
+17.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCDTX 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)
+21.59%
Peer Avg (YTD)
+18.52%
vs Peers
+3.06%

FCDTX Mutual Fund Performance

FCDTX performance across multiple time periods: 1-month 6.36%, YTD 21.59%, 1-year 41.94%, 3-year 20.16%, 5-year 12.88%, 10-year 17.68%.

FCDTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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