FDTGX Mutual Fund

FDTGX Mutual Fund

NAV$91.57
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Returns Overview

1 Month
-4.42%
3 Months
-1.33%
6 Months
+2.94%
YTD
+9.03%
1 Year
+11.06%
3 Years (annualized)
+4.52%
5 Years (annualized)
+4.29%
10 Years (annualized)
+5.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTGX 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
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+4.24%
vs Peers
+4.79%

FDTGX Mutual Fund Performance

FDTGX performance across multiple time periods: 1-month -4.42%, YTD 9.03%, 1-year 11.06%, 3-year 4.52%, 5-year 4.29%, 10-year 5.66%.

FDTGX returns outperform the peer average of 4.24% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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