FDCGX Mutual Fund

FDCGX Mutual Fund

NAV$86.62
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Returns Overview

1 Month
+0.72%
3 Months
+5.49%
6 Months
-0.98%
YTD
+13.69%
1 Year
+10.69%
3 Years (annualized)
+4.00%
5 Years (annualized)
+4.12%
10 Years (annualized)
+5.89%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+13.69%
Peer Avg (YTD)
+10.64%
vs Peers
+3.05%

FDCGX Mutual Fund Performance

FDCGX performance across multiple time periods: 1-month 0.72%, YTD 13.69%, 1-year 10.69%, 3-year 4.00%, 5-year 4.12%, 10-year 5.89%.

FDCGX returns outperform the peer average of 10.64% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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