FDEGX Mutual Fund

FDEGX Mutual Fund

NAV$68.76
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Returns Overview

1 Month
-10.10%
3 Months
-1.59%
6 Months
+4.04%
YTD
+4.13%
1 Year
+2.11%
3 Years (annualized)
+15.11%
5 Years (annualized)
+6.72%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDEGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+9.54%
vs Peers
-5.41%

FDEGX Mutual Fund Performance

FDEGX performance across multiple time periods: 1-month -10.10%, YTD 4.13%, 1-year 2.11%, 3-year 15.11%, 5-year 6.72%, 10-year 12.26%.

FDEGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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