FDCGX Mutual Fund

NAV$89.63

Returns Overview

1 Month
+2.27%
3 Months
+4.20%
6 Months
+10.27%
YTD
+10.22%
1 Year
+9.37%
3 Years (annualized)
+3.25%
5 Years (annualized)
+3.78%
10 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDCGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+7.61%
vs Peers
+2.61%

FDCGX Mutual Fund Performance

FDCGX performance across multiple time periods: 1-month 2.27%, YTD 10.22%, 1-year 9.37%, 3-year 3.25%, 5-year 3.78%, 10-year 5.40%.

FDCGX returns outperform the peer average of 7.61% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

FDCGX performance comparison shows side-by-side returns with another fund. FDCGX alternatives are available in the Mutual Fund Screener.