FDECX Mutual Fund

FDECX Mutual Fund

NAV$25.92
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Returns Overview

1 Month
+1.42%
3 Months
+3.85%
6 Months
+7.83%
YTD
+11.14%
1 Year
+21.60%
3 Years (annualized)
+22.10%
5 Years (annualized)
+15.38%
10 Years (annualized)
+14.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDECX 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)
+11.14%
Peer Avg (YTD)
+9.41%
vs Peers
+1.73%

FDECX Mutual Fund Performance

FDECX performance across multiple time periods: 1-month 1.42%, YTD 11.14%, 1-year 21.60%, 3-year 22.10%, 5-year 15.38%, 10-year 14.49%.

FDECX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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