FGADX Mutual Fund

FGADX Mutual Fund

NAV$55.00
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Returns Overview

1 Month
-16.88%
3 Months
-14.87%
6 Months
-9.94%
YTD
-9.73%
1 Year
+61.53%
3 Years (annualized)
+47.41%
5 Years (annualized)
+20.30%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGADX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-9.73%
Peer Avg (YTD)
-2.18%
vs Peers
-7.55%

FGADX Mutual Fund Performance

FGADX performance across multiple time periods: 1-month -16.88%, YTD -9.73%, 1-year 61.53%, 3-year 47.41%, 5-year 20.30%, 10-year 12.93%.

FGADX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

FGADX vs another fund shows side-by-side returns. FGADX alternatives are available in the Mutual Fund Screener.