FIDGX Mutual Fund

NAV$44.38

Returns Overview

1 Month
+7.29%
3 Months
+28.72%
6 Months
+27.66%
YTD
+26.17%
1 Year
+52.76%
3 Years (annualized)
+24.73%
5 Years (annualized)
+13.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+26.17%
Peer Avg (YTD)
+18.52%
vs Peers
+7.64%

FIDGX Mutual Fund Performance

FIDGX performance across multiple time periods: 1-month 7.29%, YTD 26.17%, 1-year 52.76%, 3-year 24.73%, 5-year 13.79%.

FIDGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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