FLDGX Mutual Fund

FLDGX Mutual Fund

NAV$16.75
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Returns Overview

1 Month
-0.12%
3 Months
+4.01%
6 Months
+8.23%
YTD
+11.82%
1 Year
+21.08%
3 Years (annualized)
+16.04%
5 Years (annualized)
+9.88%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDGX 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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+6.57%
vs Peers
+5.25%

FLDGX Mutual Fund Performance

FLDGX performance across multiple time periods: 1-month -0.12%, YTD 11.82%, 1-year 21.08%, 3-year 16.04%, 5-year 9.88%, 10-year 11.39%.

FLDGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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