FGDEX Mutual Fund

FGDEX Mutual Fund

NAV$42.99
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Returns Overview

1 Month
+12.05%
3 Months
+14.83%
6 Months
+34.22%
YTD
+32.57%
1 Year
+40.53%
3 Years (annualized)
+23.71%
5 Years (annualized)
+14.77%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDEX 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
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+32.57%
Peer Avg (YTD)
+10.00%
vs Peers
+22.57%

FGDEX Mutual Fund Performance

FGDEX performance across multiple time periods: 1-month 12.05%, YTD 32.57%, 1-year 40.53%, 3-year 23.71%, 5-year 14.77%, 10-year 13.36%.

FGDEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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