FDFCX Mutual Fund

NAV$14.22

Returns Overview

1 Month
+0.28%
3 Months
+3.43%
6 Months
+3.13%
YTD
+2.98%
1 Year
+8.20%
3 Years (annualized)
+9.47%
5 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFCX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+6.73%
vs Peers
-3.75%

FDFCX Mutual Fund Performance

FDFCX performance across multiple time periods: 1-month 0.28%, YTD 2.98%, 1-year 8.20%, 3-year 9.47%, 5-year 4.64%.

FDFCX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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