FDECX Mutual Fund

NAV$26.43

Returns Overview

1 Month
+0.24%
3 Months
+12.06%
6 Months
+9.58%
YTD
+8.13%
1 Year
+23.62%
3 Years (annualized)
+23.30%
5 Years (annualized)
+14.98%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDECX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+9.51%
vs Peers
-1.38%

FDECX Mutual Fund Performance

FDECX performance across multiple time periods: 1-month 0.24%, YTD 8.13%, 1-year 23.62%, 3-year 23.30%, 5-year 14.98%, 10-year 13.40%.

FDECX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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