FDGRI Mutual Fund

FDGRI Mutual Fund

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Returns Overview

1 Month
-8.72%
3 Months
-1.49%
6 Months
+3.51%
YTD
+3.51%
1 Year
-3.75%
3 Years (annualized)
+11.10%
5 Years (annualized)
-0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGRI 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+9.54%
vs Peers
-6.03%

FDGRI Mutual Fund Performance

FDGRI performance across multiple time periods: 1-month -8.72%, YTD 3.51%, 1-year -3.75%, 3-year 11.10%, 5-year -0.90%.

FDGRI returns trail the peer average of 9.54% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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