FDGRS Mutual Fund

FDGRS Mutual Fund

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Returns Overview

1 Month
+2.22%
3 Months
-6.65%
6 Months
+15.67%
YTD
+4.59%
1 Year
-7.57%
3 Years (annualized)
+11.12%
5 Years (annualized)
-1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGRS 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
+6.72%
vs Peers
-2.13%

FDGRS Mutual Fund Performance

FDGRS performance across multiple time periods: 1-month 2.22%, YTD 4.59%, 1-year -7.57%, 3-year 11.12%, 5-year -1.86%.

FDGRS returns trail the peer average of 6.72% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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