FDGRI Mutual Fund

FDGRI Mutual Fund

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Returns Overview

1 Month
+2.31%
3 Months
-3.67%
6 Months
+20.34%
YTD
+9.23%
1 Year
-2.10%
3 Years (annualized)
+12.26%
5 Years (annualized)
-0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGRI 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+6.72%
vs Peers
+2.51%

FDGRI Mutual Fund Performance

FDGRI performance across multiple time periods: 1-month 2.31%, YTD 9.23%, 1-year -2.10%, 3-year 12.26%, 5-year -0.93%.

FDGRI returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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