FDGRX return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2017 to today, log scaleResult#
$1,000 invested in FDGRX on December 1, 2017 was worth $5,405 on October 19, 2026, with dividends reinvested.
That’s 20.9% a year compounded (CAGR) over 8 years, 11 months: 5.4 times your money.
Over the same dates the same $1,000 would be worth $3,326 in the S&P 500 and $4,934 in the Nasdaq-100: FDGRX beat both the S&P 500 and the Nasdaq-100.
How this period ranks#
These dates cover the whole record, so there is no other period this long to compare.
Growth of $1,000 in FDGRX, December 1, 2017 to October 19, 2026#
How far FDGRX was below its previous high. The biggest fall: −40.3% from Nov 19, 2021 to Oct 14, 2022, back to the high by Feb 9, 2024.
Your one buy. $1,000 on December 1, 2017, worth $5,405 on October 19, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 19, 2026, by start date#
Each point is the same amount invested that day and held to October 19, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in FDGRX, by year#
Started on each year's first close and held to Oct 19, 2026, dividends reinvested.
| Started | Worth Oct 19, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $5,405 | 5.4× | 20.9% |
| 2018 | $5,478 | 5.5× | 21.3% |
| 2019 | $5,790 | 5.8× | 25.3% |
| 2020 | $4,140 | 4.1× | 23.3% |
| 2021 | $2,534 | 2.5× | 17.4% |
| 2022 | $2,020 | 2.0× | 15.8% |
| 2023 | $3,122 | 3.1× | 35.0% |
| 2024 | $2,133 | 2.1× | 31.1% |
| 2025 | $1,524 | 1.5× | 26.5% |
| 2026 | $1,225 | 1.2× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. FDGRX data begins December 1, 2017; values as of October 19, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live FDGRX chart and fundamentals on the FDGRX quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in FDGRX be worth today?
- $1,000 invested in FDGRX on December 1, 2017 would be worth $5,405 on October 19, 2026, with dividends reinvested — 20.9% a year compounded (CAGR).
- How far back does the FDGRX calculator go?
- FDGRX data begins December 1, 2017, with a close every session. Pick any start and end date in that span — 8 years, 11 months of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
