FDTGX Mutual Fund

FDTGX Mutual Fund

NAV$91.69
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Returns Overview

1 Month
+2.32%
3 Months
+4.33%
6 Months
+10.55%
YTD
+10.50%
1 Year
+9.91%
3 Years (annualized)
+3.76%
5 Years (annualized)
+3.96%
10 Years (annualized)
+5.18%

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)
+10.50%
Peer Avg (YTD)
+7.61%
vs Peers
+2.89%

FDTGX Mutual Fund Performance

FDTGX performance across multiple time periods: 1-month 2.32%, YTD 10.50%, 1-year 9.91%, 3-year 3.76%, 5-year 3.96%, 10-year 5.18%.

FDTGX returns outperform the peer average of 7.61% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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