FDGKX Mutual Fund

FDGKX Mutual Fund

NAV$41.69
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Returns Overview

1 Month
-1.30%
3 Months
+0.01%
6 Months
+4.36%
YTD
+15.57%
1 Year
+20.03%
3 Years (annualized)
+27.49%
5 Years (annualized)
+14.50%
10 Years (annualized)
+14.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGKX 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
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+15.57%
Peer Avg (YTD)
+12.44%
vs Peers
+3.13%

FDGKX Mutual Fund Performance

FDGKX performance across multiple time periods: 1-month -1.30%, YTD 15.57%, 1-year 20.03%, 3-year 27.49%, 5-year 14.50%, 10-year 14.15%.

FDGKX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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