FGDAX Mutual Fund

FGDAX Mutual Fund

NAV$60.06
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Returns Overview

1 Month
-1.60%
3 Months
-14.09%
6 Months
-18.97%
YTD
-10.11%
1 Year
+41.78%
3 Years (annualized)
+33.41%
5 Years (annualized)
+14.23%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDAX 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
S&P Global BMI Gold Capped 20/45 Linked Index
This Mutual Fund (YTD)
-10.11%
Peer Avg (YTD)
-3.00%
vs Peers
-7.12%

FGDAX Mutual Fund Performance

FGDAX performance across multiple time periods: 1-month -1.60%, YTD -10.11%, 1-year 41.78%, 3-year 33.41%, 5-year 14.23%, 10-year 7.98%.

FGDAX returns trail the peer average of -3.00% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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