FGDIX Mutual Fund

FGDIX Mutual Fund

NAV$60.65
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Returns Overview

1 Month
-12.75%
3 Months
+4.53%
6 Months
-10.15%
YTD
-5.90%
1 Year
+12.99%
3 Years (annualized)
+42.42%
5 Years (annualized)
+17.98%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDIX 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)
-5.90%
Peer Avg (YTD)
-1.80%
vs Peers
-4.11%

FGDIX Mutual Fund Performance

FGDIX performance across multiple time periods: 1-month -12.75%, YTD -5.90%, 1-year 12.99%, 3-year 42.42%, 5-year 17.98%, 10-year 10.99%.

FGDIX returns trail the peer average of -1.80% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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