FMDGX Mutual Fund

NAV$36.99

Returns Overview

1 Month
+2.70%
3 Months
+14.53%
6 Months
+7.24%
YTD
+6.21%
1 Year
+6.15%
3 Years (annualized)
+15.52%
5 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMDGX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+10.82%
vs Peers
-4.60%

FMDGX Mutual Fund Performance

FMDGX performance across multiple time periods: 1-month 2.70%, YTD 6.21%, 1-year 6.15%, 3-year 15.52%, 5-year 5.98%.

FMDGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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