FDFCX Mutual Fund

FDFCX Mutual Fund

NAV$14.03
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Returns Overview

1 Month
+2.32%
3 Months
+0.07%
6 Months
+0.79%
YTD
+2.54%
1 Year
+4.06%
3 Years (annualized)
+10.91%
5 Years (annualized)
+4.09%
10 Years (annualized)
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFCX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+6.20%
vs Peers
-3.66%

FDFCX Mutual Fund Performance

FDFCX performance across multiple time periods: 1-month 2.32%, YTD 2.54%, 1-year 4.06%, 3-year 10.91%, 5-year 4.09%, 10-year 6.70%.

FDFCX returns trail the peer average of 6.20% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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