FLDGX Mutual Fund

FLDGX Mutual Fund

NAV$16.71
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Returns Overview

1 Month
-1.20%
3 Months
+0.73%
6 Months
+14.33%
YTD
+12.02%
1 Year
+15.87%
3 Years (annualized)
+17.56%
5 Years (annualized)
+6.87%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDGX 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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+6.10%
vs Peers
+5.92%

FLDGX Mutual Fund Performance

FLDGX performance across multiple time periods: 1-month -1.20%, YTD 12.02%, 1-year 15.87%, 3-year 17.56%, 5-year 6.87%, 10-year 10.12%.

FLDGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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