FMDCX Mutual Fund

NAV$17.39

Returns Overview

1 Month
+3.59%
3 Months
+14.44%
6 Months
+17.22%
YTD
+15.67%
1 Year
+25.30%
3 Years (annualized)
+11.18%
5 Years (annualized)
+6.50%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMDCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.67%
Peer Avg (YTD)
+10.82%
vs Peers
+4.86%

FMDCX Mutual Fund Performance

FMDCX performance across multiple time periods: 1-month 3.59%, YTD 15.67%, 1-year 25.30%, 3-year 11.18%, 5-year 6.50%, 10-year 10.05%.

FMDCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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