FCDTX Mutual Fund

FCDTX Mutual Fund

NAV$45.26
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Returns Overview

1 Month
-3.02%
3 Months
+3.45%
6 Months
+12.98%
YTD
+19.31%
1 Year
+35.18%
3 Years (annualized)
+17.12%
5 Years (annualized)
+10.10%
10 Years (annualized)
+12.31%

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
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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)
+19.31%
Peer Avg (YTD)
+15.31%
vs Peers
+4.00%

FCDTX Mutual Fund Performance

FCDTX performance across multiple time periods: 1-month -3.02%, YTD 19.31%, 1-year 35.18%, 3-year 17.12%, 5-year 10.10%, 10-year 12.31%.

FCDTX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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