FGDHX Mutual Fund

FGDHX Mutual Fund

NAV$50.93
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Returns Overview

1 Month
-0.23%
3 Months
+4.31%
6 Months
+11.17%
YTD
+16.66%
1 Year
+28.08%
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)
+16.66%
Peer Avg (YTD)
+11.41%
vs Peers
+5.25%

FGDHX Mutual Fund Performance

FGDHX performance across multiple time periods: 1-month -0.23%, YTD 16.66%, 1-year 28.08%, 3-year 24.33%, 5-year 15.34%, 10-year 13.93%.

FGDHX returns outperform the peer average of 11.41% 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.