FDIGX Mutual Fund

FDIGX Mutual Fund

NAV$101.73
See how much of FDIGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+11.15%
3 Months
+7.14%
6 Months
+9.95%
YTD
+21.65%
1 Year
+24.26%
3 Years (annualized)
+10.10%
5 Years (annualized)
+6.58%
10 Years (annualized)
+7.17%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+21.65%
Peer Avg (YTD)
+12.54%
vs Peers
+9.11%

FDIGX Mutual Fund Performance

FDIGX performance across multiple time periods: 1-month 11.15%, YTD 21.65%, 1-year 24.26%, 3-year 10.10%, 5-year 6.58%, 10-year 7.17%.

FDIGX returns outperform the peer average of 12.54% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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