FDGFX Mutual Fund

FDGFX Mutual Fund

NAV$41.17
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Returns Overview

1 Month
-1.31%
3 Months
-13.75%
6 Months
-10.02%
YTD
-0.38%
1 Year
+3.47%
3 Years (annualized)
+21.26%
5 Years (annualized)
+11.08%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGFX 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
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📉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
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
-0.38%
Peer Avg (YTD)
+12.44%
vs Peers
-12.81%

FDGFX Mutual Fund Performance

FDGFX performance across multiple time periods: 1-month -1.31%, YTD -0.38%, 1-year 3.47%, 3-year 21.26%, 5-year 11.08%, 10-year 12.37%.

FDGFX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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