FDTGX Mutual Fund

FDTGX Mutual Fund

NAV$100.44
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Returns Overview

1 Month
+11.11%
3 Months
+7.01%
6 Months
+9.67%
YTD
+21.14%
1 Year
+23.63%
3 Years (annualized)
+9.54%
5 Years (annualized)
+6.03%
10 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTGX 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
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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)
+21.14%
Peer Avg (YTD)
+12.54%
vs Peers
+8.60%

FDTGX Mutual Fund Performance

FDTGX performance across multiple time periods: 1-month 11.11%, YTD 21.14%, 1-year 23.63%, 3-year 9.54%, 5-year 6.03%, 10-year 6.60%.

FDTGX returns outperform the peer average of 12.54% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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