FDHCX Mutual Fund

FDHCX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
+0.71%
3 Months
+0.71%
6 Months
+1.66%
YTD
+0.70%
1 Year
+2.41%
3 Years (annualized)
+5.14%
5 Years (annualized)
+3.05%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDHCX 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
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📉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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+2.15%
vs Peers
-1.45%

FDHCX Mutual Fund Performance

FDHCX performance across multiple time periods: 1-month 0.71%, YTD 0.70%, 1-year 2.41%, 3-year 5.14%, 5-year 3.05%, 10-year 3.04%.

FDHCX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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