FCTDX Mutual Fund

NAV$22.10

Returns Overview

1 Month
+1.17%
3 Months
+17.62%
6 Months
+13.97%
YTD
+13.40%
1 Year
+26.72%
3 Years (annualized)
+21.63%
5 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCTDX 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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+13.40%
Peer Avg (YTD)
+9.51%
vs Peers
+3.89%

FCTDX Mutual Fund Performance

FCTDX performance across multiple time periods: 1-month 1.17%, YTD 13.40%, 1-year 26.72%, 3-year 21.63%, 5-year 14.01%.

FCTDX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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