FGDMX Mutual Fund

FGDMX Mutual Fund

NAV$135.39
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Returns Overview

1 Month
-2.62%
3 Months
-2.44%
6 Months
+6.69%
YTD
+4.36%
1 Year
+16.23%
3 Years (annualized)
+25.82%
5 Years (annualized)
+10.91%
10 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDMX 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
MSCI US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+4.46%
vs Peers
-0.10%

FGDMX Mutual Fund Performance

FGDMX performance across multiple time periods: 1-month -2.62%, YTD 4.36%, 1-year 16.23%, 3-year 25.82%, 5-year 10.91%, 10-year 15.70%.

FGDMX returns trail the peer average of 4.46% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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