FCDIX Mutual Fund

FCDIX Mutual Fund

NAV$48.84
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Returns Overview

1 Month
-2.97%
3 Months
+3.60%
6 Months
+13.30%
YTD
+19.69%
1 Year
+35.84%
3 Years (annualized)
+17.73%
5 Years (annualized)
+10.68%
10 Years (annualized)
+12.95%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.69%
Peer Avg (YTD)
+15.31%
vs Peers
+4.38%

FCDIX Mutual Fund Performance

FCDIX performance across multiple time periods: 1-month -2.97%, YTD 19.69%, 1-year 35.84%, 3-year 17.73%, 5-year 10.68%, 10-year 12.95%.

FCDIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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