FLDGX Mutual Fund

FLDGX Mutual Fund

NAV$16.40
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Returns Overview

1 Month
+0.06%
3 Months
+1.17%
6 Months
+5.49%
YTD
+12.37%
1 Year
+14.51%
3 Years (annualized)
+20.10%
5 Years (annualized)
+6.42%
10 Years (annualized)
+10.29%

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
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🏦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)
+12.37%
Peer Avg (YTD)
+6.22%
vs Peers
+6.15%

FLDGX Mutual Fund Performance

FLDGX performance across multiple time periods: 1-month 0.06%, YTD 12.37%, 1-year 14.51%, 3-year 20.10%, 5-year 6.42%, 10-year 10.29%.

FLDGX returns outperform the peer average of 6.22% 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.