FDECX Mutual Fund

FDECX Mutual Fund

NAV$25.75
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Returns Overview

1 Month
-1.93%
3 Months
+0.44%
6 Months
+12.55%
YTD
+8.60%
1 Year
+15.23%
3 Years (annualized)
+23.45%
5 Years (annualized)
+15.33%
10 Years (annualized)
+14.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDECX 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)
+8.60%
Peer Avg (YTD)
+9.98%
vs Peers
-1.38%

FDECX Mutual Fund Performance

FDECX performance across multiple time periods: 1-month -1.93%, YTD 8.60%, 1-year 15.23%, 3-year 23.45%, 5-year 15.33%, 10-year 14.43%.

FDECX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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