FGDAX Mutual Fund

FGDAX Mutual Fund

NAV$58.41
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Returns Overview

1 Month
-10.04%
3 Months
+17.84%
6 Months
-1.57%
YTD
+7.64%
1 Year
+20.70%
3 Years (annualized)
+49.71%
5 Years (annualized)
+22.58%
10 Years (annualized)
+12.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDAX 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)
+7.64%
Peer Avg (YTD)
+7.76%
vs Peers
-0.11%

FGDAX Mutual Fund Performance

FGDAX performance across multiple time periods: 1-month -10.04%, YTD 7.64%, 1-year 20.70%, 3-year 49.71%, 5-year 22.58%, 10-year 12.88%.

FGDAX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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