FGDGX Mutual Fund

FGDGX Mutual Fund

NAV$50.82
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Returns Overview

1 Month
-0.32%
3 Months
+4.06%
6 Months
+10.62%
YTD
+15.98%
1 Year
+26.80%
3 Years (annualized)
+23.10%
5 Years (annualized)
+14.20%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+15.98%
Peer Avg (YTD)
+11.41%
vs Peers
+4.57%

FGDGX Mutual Fund Performance

FGDGX performance across multiple time periods: 1-month -0.32%, YTD 15.98%, 1-year 26.80%, 3-year 23.10%, 5-year 14.20%, 10-year 12.80%.

FGDGX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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