FDTGX Mutual Fund

NAV$84.95

Returns Overview

1 Month
+7.61%
3 Months
+14.32%
6 Months
+13.35%
YTD
+14.91%
1 Year
+10.52%
3 Years
+7.17%
5 Years
+7.46%
10 Years
+6.69%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA IMI Consumer Staples 25/50 Index(^MSUIMCSS2550)
This Mutual Fund (YTD)
+14.91%
Peer Avg (YTD)
+13.43%
vs Peers
+1.47%

FDTGX Mutual Fund Performance

FDTGX performance across multiple time periods: 1-month 7.61%, YTD 14.91%, 1-year 10.52%, 3-year 7.17%, 5-year 7.46%, 10-year 6.69%.

FDTGX returns outperform the peer average of 13.43% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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