FGDEX Mutual Fund

NAV$50.21

Returns Overview

1 Month
+0.14%
3 Months
+16.89%
6 Months
+16.62%
YTD
+15.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDEX 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 US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+9.49%
vs Peers
+5.96%

FGDEX Mutual Fund Performance

FGDEX performance across multiple time periods: 1-month 0.14%, YTD 15.45%.

FGDEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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