FDCAX Mutual Fund

FDCAX Mutual Fund

NAV$54.60
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Returns Overview

1 Month
-1.22%
3 Months
+1.14%
6 Months
+20.35%
YTD
+16.09%
1 Year
+21.09%
3 Years (annualized)
+23.25%
5 Years (annualized)
+13.03%
10 Years (annualized)
+16.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDCAX 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)
+16.09%
Peer Avg (YTD)
+8.68%
vs Peers
+7.41%

FDCAX Mutual Fund Performance

FDCAX performance across multiple time periods: 1-month -1.22%, YTD 16.09%, 1-year 21.09%, 3-year 23.25%, 5-year 13.03%, 10-year 16.63%.

FDCAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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