FDTGX Mutual Fund

FDTGX Mutual Fund

NAV$91.46
See how much of FDTGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.46%
3 Months
+2.49%
6 Months
+6.02%
YTD
+13.21%
1 Year
+12.03%
3 Years (annualized)
+3.32%
5 Years (annualized)
+4.15%
10 Years (annualized)
+5.49%

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
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)
+13.21%
Peer Avg (YTD)
+10.62%
vs Peers
+2.59%

FDTGX Mutual Fund Performance

FDTGX performance across multiple time periods: 1-month 2.46%, YTD 13.21%, 1-year 12.03%, 3-year 3.32%, 5-year 4.15%, 10-year 5.49%.

FDTGX returns outperform the peer average of 10.62% 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.