FDCAX Mutual Fund

FDCAX Mutual Fund

NAV$52.29
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Returns Overview

1 Month
-2.96%
3 Months
-1.28%
6 Months
+3.09%
YTD
+12.65%
1 Year
+14.77%
3 Years (annualized)
+25.07%
5 Years (annualized)
+11.63%
10 Years (annualized)
+16.43%

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)
+12.65%
Peer Avg (YTD)
+5.23%
vs Peers
+7.42%

FDCAX Mutual Fund Performance

FDCAX performance across multiple time periods: 1-month -2.96%, YTD 12.65%, 1-year 14.77%, 3-year 25.07%, 5-year 11.63%, 10-year 16.43%.

FDCAX returns outperform the peer average of 5.23% 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.