FCDTX Mutual Fund

FCDTX Mutual Fund

NAV$42.85
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Returns Overview

1 Month
-6.58%
3 Months
-9.65%
6 Months
+6.88%
YTD
+9.85%
1 Year
+16.92%
3 Years (annualized)
+17.96%
5 Years (annualized)
+9.14%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCDTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+10.34%
vs Peers
-0.49%

FCDTX Mutual Fund Performance

FCDTX performance across multiple time periods: 1-month -6.58%, YTD 9.85%, 1-year 16.92%, 3-year 17.96%, 5-year 9.14%, 10-year 12.23%.

FCDTX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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