FDTCX Mutual Fund

NAV$37.23

Returns Overview

1 Month
+0.92%
3 Months
+17.41%
6 Months
+14.29%
YTD
+13.26%
1 Year
+33.04%
3 Years (annualized)
+21.95%
5 Years (annualized)
+12.89%
10 Years (annualized)
+15.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTCX 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)
+13.26%
Peer Avg (YTD)
+8.97%
vs Peers
+4.29%

FDTCX Mutual Fund Performance

FDTCX performance across multiple time periods: 1-month 0.92%, YTD 13.26%, 1-year 33.04%, 3-year 21.95%, 5-year 12.89%, 10-year 15.60%.

FDTCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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