FDGRS Mutual Fund

Returns Overview

1 Month
-2.29%
3 Months
+23.91%
6 Months
+12.32%
YTD
+12.04%
1 Year
+1.16%
3 Years (annualized)
+15.58%
5 Years (annualized)
+0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGRS 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.04%
Peer Avg (YTD)
+10.82%
vs Peers
+1.22%

FDGRS Mutual Fund Performance

FDGRS performance across multiple time periods: 1-month -2.29%, YTD 12.04%, 1-year 1.16%, 3-year 15.58%, 5-year 0.78%.

FDGRS returns outperform the peer average of 10.82% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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