FIDCX Mutual Fund

FIDCX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+0.55%
3 Months
+9.30%
6 Months
+12.18%
YTD
+6.25%
1 Year
+11.41%
3 Years (annualized)
+18.65%
5 Years (annualized)
+7.28%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDCX 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)
+6.25%
Peer Avg (YTD)
+11.10%
vs Peers
-4.85%

FIDCX Mutual Fund Performance

FIDCX performance across multiple time periods: 1-month 0.55%, YTD 6.25%, 1-year 11.41%, 3-year 18.65%, 5-year 7.28%, 10-year 10.76%.

FIDCX returns trail the peer average of 11.10% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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