FGDHX Mutual Fund

FGDHX Mutual Fund

NAV$42.98
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Returns Overview

1 Month
+12.09%
3 Months
+14.98%
6 Months
+34.57%
YTD
+33.06%
1 Year
+41.24%
3 Years (annualized)
+24.33%
5 Years (annualized)
+15.34%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDHX 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
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+33.06%
Peer Avg (YTD)
+10.00%
vs Peers
+23.07%

FGDHX Mutual Fund Performance

FGDHX performance across multiple time periods: 1-month 12.09%, YTD 33.06%, 1-year 41.24%, 3-year 24.33%, 5-year 15.34%, 10-year 13.93%.

FGDHX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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