FDTGX Mutual Fund

NAV$88.25

Returns Overview

1 Month
-2.23%
3 Months
-6.02%
6 Months
+6.21%
YTD
+7.99%
1 Year
+4.19%
3 Years
+4.13%
5 Years
+3.37%
10 Years
+5.37%

Risk Metrics (1-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)
+7.99%
Peer Avg (YTD)
+6.55%
vs Peers
+1.44%

FDTGX Mutual Fund Performance

FDTGX performance across multiple time periods: 1-month -2.23%, YTD 7.99%, 1-year 4.19%, 3-year 4.13%, 5-year 3.37%, 10-year 5.37%.

FDTGX returns outperform the peer average of 6.55% 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.