FIDGX Mutual Fund

FIDGX Mutual Fund

NAV$33.62
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Returns Overview

1 Month
-5.14%
3 Months
-8.90%
6 Months
+17.26%
YTD
+14.94%
1 Year
+22.50%
3 Years (annualized)
+23.23%
5 Years (annualized)
+11.77%
10 Years (annualized)
+14.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.94%
Peer Avg (YTD)
+10.34%
vs Peers
+4.60%

FIDGX Mutual Fund Performance

FIDGX performance across multiple time periods: 1-month -5.14%, YTD 14.94%, 1-year 22.50%, 3-year 23.23%, 5-year 11.77%, 10-year 14.38%.

FIDGX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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