FDEGX Mutual Fund

FDEGX Mutual Fund

NAV$61.95
See how much of FDEGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.75%
3 Months
-10.48%
6 Months
-11.90%
YTD
-6.78%
1 Year
-10.72%
3 Years (annualized)
+16.39%
5 Years (annualized)
+3.24%
10 Years (annualized)
+11.37%

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
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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-6.78%
Peer Avg (YTD)
+10.76%
vs Peers
-17.54%

FDEGX Mutual Fund Performance

FDEGX performance across multiple time periods: 1-month -6.75%, YTD -6.78%, 1-year -10.72%, 3-year 16.39%, 5-year 3.24%, 10-year 11.37%.

FDEGX returns trail the peer average of 10.76% 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.