FDHCX Mutual Fund

FDHCX Mutual Fund

NAV$17.22
See how much of FDHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.44%
3 Months
-1.82%
6 Months
-0.00%
YTD
-1.75%
1 Year
-0.47%
3 Years (annualized)
+5.14%
5 Years (annualized)
+3.05%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDHCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
-1.75%
Peer Avg (YTD)
+0.50%
vs Peers
-2.25%

FDHCX Mutual Fund Performance

FDHCX performance across multiple time periods: 1-month -2.44%, YTD -1.75%, 1-year -0.47%, 3-year 5.14%, 5-year 3.05%, 10-year 3.04%.

FDHCX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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