FDEGX Mutual Fund

FDEGX Mutual Fund

NAV$69.13
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Returns Overview

1 Month
-1.10%
3 Months
-7.62%
6 Months
-1.79%
YTD
+2.99%
1 Year
+0.56%
3 Years (annualized)
+15.91%
5 Years (annualized)
+5.63%
10 Years (annualized)
+12.17%

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)
+2.99%
Peer Avg (YTD)
+9.89%
vs Peers
-6.90%

FDEGX Mutual Fund Performance

FDEGX performance across multiple time periods: 1-month -1.10%, YTD 2.99%, 1-year 0.56%, 3-year 15.91%, 5-year 5.63%, 10-year 12.17%.

FDEGX returns trail the peer average of 9.89% 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.