FDGTX Mutual Fund

FDGTX Mutual Fund

NAV$22.47
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Returns Overview

1 Month
+0.63%
3 Months
+9.57%
6 Months
+11.82%
YTD
+11.09%
1 Year
+15.90%
3 Years (annualized)
+17.97%
5 Years (annualized)
+15.74%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGTX 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
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📉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)
+11.09%
Peer Avg (YTD)
+8.00%
vs Peers
+3.09%

FDGTX Mutual Fund Performance

FDGTX performance across multiple time periods: 1-month 0.63%, YTD 11.09%, 1-year 15.90%, 3-year 17.97%, 5-year 15.74%, 10-year 10.34%.

FDGTX returns outperform the peer average of 8.00% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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