FGDMX Mutual Fund

NAV$136.75

Returns Overview

1 Month
-4.17%
3 Months
+23.84%
6 Months
+14.42%
YTD
+14.06%
1 Year
+40.51%
3 Years (annualized)
+35.59%
5 Years (annualized)
+15.21%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+14.06%
Peer Avg (YTD)
+6.08%
vs Peers
+7.98%

FGDMX Mutual Fund Performance

FGDMX performance across multiple time periods: 1-month -4.17%, YTD 14.06%, 1-year 40.51%, 3-year 35.59%, 5-year 15.21%.

FGDMX returns outperform the peer average of 6.08% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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