FDHCX Mutual Fund

NAV$17.66

Returns Overview

1 Month
-0.34%
3 Months
+1.42%
6 Months
-0.41%
YTD
-0.35%
1 Year
+2.63%
3 Years (annualized)
+5.45%
5 Years (annualized)
+2.82%
10 Years (annualized)
+3.18%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
-0.35%
Peer Avg (YTD)
+3.23%
vs Peers
-3.58%

FDHCX Mutual Fund Performance

FDHCX performance across multiple time periods: 1-month -0.34%, YTD -0.35%, 1-year 2.63%, 3-year 5.45%, 5-year 2.82%, 10-year 3.18%.

FDHCX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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