FDGFX Mutual Fund

FDGFX Mutual Fund

NAV$43.05
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Returns Overview

1 Month
-1.47%
3 Months
+1.09%
6 Months
+18.33%
YTD
+17.03%
1 Year
+24.24%
3 Years (annualized)
+26.10%
5 Years (annualized)
+15.72%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGFX 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
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📉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 US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+17.03%
Peer Avg (YTD)
+10.00%
vs Peers
+7.04%

FDGFX Mutual Fund Performance

FDGFX performance across multiple time periods: 1-month -1.47%, YTD 17.03%, 1-year 24.24%, 3-year 26.10%, 5-year 15.72%, 10-year 14.21%.

FDGFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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