FDCAX Mutual Fund

FDCAX Mutual Fund

NAV$54.93
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Returns Overview

1 Month
-0.58%
3 Months
+4.42%
6 Months
+10.66%
YTD
+15.12%
1 Year
+24.67%
3 Years (annualized)
+21.55%
5 Years (annualized)
+12.51%
10 Years (annualized)
+15.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDCAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.12%
Peer Avg (YTD)
+6.23%
vs Peers
+8.89%

FDCAX Mutual Fund Performance

FDCAX performance across multiple time periods: 1-month -0.58%, YTD 15.12%, 1-year 24.67%, 3-year 21.55%, 5-year 12.51%, 10-year 15.88%.

FDCAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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