FDGRX Mutual Fund

FDGRX Mutual Fund

NAV$61.00
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Returns Overview

1 Month
+2.69%
3 Months
+2.27%
6 Months
+29.68%
YTD
+25.63%
1 Year
+32.26%
3 Years (annualized)
+34.18%
5 Years (annualized)
+21.12%
10 Years (annualized)
+28.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGRX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+25.63%
Peer Avg (YTD)
+8.68%
vs Peers
+16.95%

FDGRX Mutual Fund Performance

FDGRX performance across multiple time periods: 1-month 2.69%, YTD 25.63%, 1-year 32.26%, 3-year 34.18%, 5-year 21.12%, 10-year 28.58%.

FDGRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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