FGADX Mutual Fund

FGADX Mutual Fund

NAV$51.64
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Returns Overview

1 Month
-10.12%
3 Months
+15.44%
6 Months
-1.72%
YTD
+4.21%
1 Year
+28.03%
3 Years (annualized)
+61.78%
5 Years (annualized)
+27.15%
10 Years (annualized)
+16.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGADX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+7.76%
vs Peers
-3.55%

FGADX Mutual Fund Performance

FGADX performance across multiple time periods: 1-month -10.12%, YTD 4.21%, 1-year 28.03%, 3-year 61.78%, 5-year 27.15%, 10-year 16.36%.

FGADX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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