FDIGX Mutual Fund

NAV$93.90

Returns Overview

1 Month
+2.36%
3 Months
+4.46%
6 Months
+10.83%
YTD
+10.78%
1 Year
+10.48%
3 Years (annualized)
+4.30%
5 Years (annualized)
+4.50%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIGX 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
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+7.61%
vs Peers
+3.17%

FDIGX Mutual Fund Performance

FDIGX performance across multiple time periods: 1-month 2.36%, YTD 10.78%, 1-year 10.48%, 3-year 4.30%, 5-year 4.50%, 10-year 5.74%.

FDIGX returns outperform the peer average of 7.61% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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