FDGRX Mutual Fund

FDGRX Mutual Fund

NAV$58.56
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Returns Overview

1 Month
-6.08%
3 Months
+3.13%
6 Months
+13.08%
YTD
+15.37%
1 Year
+31.88%
3 Years (annualized)
+27.64%
5 Years (annualized)
+15.28%
10 Years (annualized)
+22.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGRX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+15.37%
Peer Avg (YTD)
+6.23%
vs Peers
+9.13%

FDGRX Mutual Fund Performance

FDGRX performance across multiple time periods: 1-month -6.08%, YTD 15.37%, 1-year 31.88%, 3-year 27.64%, 5-year 15.28%, 10-year 22.23%.

FDGRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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