FIDCX Mutual Fund

NAV$11.19

Returns Overview

1 Month
+3.96%
3 Months
+10.52%
6 Months
+1.94%
YTD
+1.06%
1 Year
+7.10%
3 Years (annualized)
+18.19%
5 Years (annualized)
+7.11%
10 Years (annualized)
+11.25%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+8.61%
vs Peers
-7.55%

FIDCX Mutual Fund Performance

FIDCX performance across multiple time periods: 1-month 3.96%, YTD 1.06%, 1-year 7.10%, 3-year 18.19%, 5-year 7.11%, 10-year 11.25%.

FIDCX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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