FRDCX Mutual Fund

NAV$13.80

Returns Overview

1 Month
+0.81%
3 Months
+15.30%
6 Months
+13.21%
YTD
+12.38%
1 Year
+23.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRDCX 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)
+12.38%
Peer Avg (YTD)
+5.87%
vs Peers
+6.51%

FRDCX Mutual Fund Performance

FRDCX performance across multiple time periods: 1-month 0.81%, YTD 12.38%, 1-year 23.96%.

FRDCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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