FDIGX Mutual Fund

FDIGX Mutual Fund

NAV$94.02
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Returns Overview

1 Month
+2.49%
3 Months
+2.62%
6 Months
+6.28%
YTD
+13.54%
1 Year
+12.60%
3 Years (annualized)
+3.85%
5 Years (annualized)
+4.70%
10 Years (annualized)
+6.05%

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
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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
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+13.54%
Peer Avg (YTD)
+10.62%
vs Peers
+2.92%

FDIGX Mutual Fund Performance

FDIGX performance across multiple time periods: 1-month 2.49%, YTD 13.54%, 1-year 12.60%, 3-year 3.85%, 5-year 4.70%, 10-year 6.05%.

FDIGX returns outperform the peer average of 10.62% 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.