FLDGX Mutual Fund

NAV$16.75

Returns Overview

1 Month
-0.06%
3 Months
+13.22%
6 Months
+11.68%
YTD
+10.93%
1 Year
+22.08%
3 Years (annualized)
+21.13%
5 Years (annualized)
+12.35%
10 Years (annualized)
+13.17%

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
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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+6.73%
vs Peers
+4.20%

FLDGX Mutual Fund Performance

FLDGX performance across multiple time periods: 1-month -0.06%, YTD 10.93%, 1-year 22.08%, 3-year 21.13%, 5-year 12.35%, 10-year 13.17%.

FLDGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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