FDEGX Mutual Fund

NAV$73.36

Returns Overview

1 Month
+3.90%
3 Months
+19.67%
6 Months
+15.83%
YTD
+13.95%
1 Year
+15.57%
3 Years (annualized)
+20.47%
5 Years (annualized)
+12.51%
10 Years (annualized)
+16.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDEGX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+10.82%
vs Peers
+3.13%

FDEGX Mutual Fund Performance

FDEGX performance across multiple time periods: 1-month 3.90%, YTD 13.95%, 1-year 15.57%, 3-year 20.47%, 5-year 12.51%, 10-year 16.01%.

FDEGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

FDEGX performance comparison shows side-by-side returns with another fund. FDEGX alternatives are available in the Mutual Fund Screener.