FDGFX Mutual Fund

NAV$50.47

Returns Overview

1 Month
+0.18%
3 Months
+17.05%
6 Months
+16.94%
YTD
+15.77%
1 Year
+33.24%
3 Years (annualized)
+28.21%
5 Years (annualized)
+18.86%
10 Years (annualized)
+15.87%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+15.77%
Peer Avg (YTD)
+9.49%
vs Peers
+6.28%

FDGFX Mutual Fund Performance

FDGFX performance across multiple time periods: 1-month 0.18%, YTD 15.77%, 1-year 33.24%, 3-year 28.21%, 5-year 18.86%, 10-year 15.87%.

FDGFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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