FDHCX Mutual Fund

FDHCX Mutual Fund

NAV$17.66
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Returns Overview

1 Month
-0.08%
3 Months
+0.31%
6 Months
+0.24%
YTD
-0.01%
1 Year
+2.64%
3 Years (annualized)
+5.22%
5 Years (annualized)
+2.95%
10 Years (annualized)
+3.05%

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
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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+0.12%
vs Peers
-0.13%

FDHCX Mutual Fund Performance

FDHCX performance across multiple time periods: 1-month -0.08%, YTD -0.01%, 1-year 2.64%, 3-year 5.22%, 5-year 2.95%, 10-year 3.05%.

FDHCX returns trail the peer average of 0.12% 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.