FMDGX Mutual Fund

FMDGX Mutual Fund

NAV$36.58
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Returns Overview

1 Month
-6.46%
3 Months
+0.63%
6 Months
+1.21%
YTD
+0.31%
1 Year
-2.68%
3 Years (annualized)
+11.88%
5 Years (annualized)
+4.38%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+9.54%
vs Peers
-9.23%

FMDGX Mutual Fund Performance

FMDGX performance across multiple time periods: 1-month -6.46%, YTD 0.31%, 1-year -2.68%, 3-year 11.88%, 5-year 4.38%.

FMDGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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