FDGKX Mutual Fund

FDGKX Mutual Fund

NAV$42.98
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Returns Overview

1 Month
+12.11%
3 Months
+15.02%
6 Months
+34.66%
YTD
+33.21%
1 Year
+41.40%
3 Years (annualized)
+26.20%
5 Years (annualized)
+15.81%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGKX 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 US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+33.21%
Peer Avg (YTD)
+10.00%
vs Peers
+23.22%

FDGKX Mutual Fund Performance

FDGKX performance across multiple time periods: 1-month 12.11%, YTD 33.21%, 1-year 41.40%, 3-year 26.20%, 5-year 15.81%, 10-year 14.32%.

FDGKX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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