FDGIX Mutual Fund

NAV$24.76

Returns Overview

1 Month
+0.61%
3 Months
+9.68%
6 Months
+12.07%
YTD
+11.41%
1 Year
+16.40%
3 Years (annualized)
+18.60%
5 Years (annualized)
+16.32%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGIX 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)
+11.41%
Peer Avg (YTD)
+8.00%
vs Peers
+3.41%

FDGIX Mutual Fund Performance

FDGIX performance across multiple time periods: 1-month 0.61%, YTD 11.41%, 1-year 16.40%, 3-year 18.60%, 5-year 16.32%, 10-year 10.86%.

FDGIX returns outperform the peer average of 8.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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