FDFCX Mutual Fund

FDFCX Mutual Fund

NAV$13.93
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Returns Overview

1 Month
-2.75%
3 Months
-2.68%
6 Months
+0.66%
YTD
+0.22%
1 Year
+2.20%
3 Years (annualized)
+9.45%
5 Years (annualized)
+4.26%
10 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFCX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+6.10%
vs Peers
-5.88%

FDFCX Mutual Fund Performance

FDFCX performance across multiple time periods: 1-month -2.75%, YTD 0.22%, 1-year 2.20%, 3-year 9.45%, 5-year 4.26%, 10-year 6.60%.

FDFCX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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