FDIGX Mutual Fund

FDIGX Mutual Fund

NAV$94.08
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Returns Overview

1 Month
-4.37%
3 Months
-1.20%
6 Months
+3.21%
YTD
+9.45%
1 Year
+11.64%
3 Years (annualized)
+5.06%
5 Years (annualized)
+4.84%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIGX 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
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+9.45%
Peer Avg (YTD)
+4.24%
vs Peers
+5.21%

FDIGX Mutual Fund Performance

FDIGX performance across multiple time periods: 1-month -4.37%, YTD 9.45%, 1-year 11.64%, 3-year 5.06%, 5-year 4.84%, 10-year 6.22%.

FDIGX returns outperform the peer average of 4.24% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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