FGDIX Mutual Fund

FGDIX Mutual Fund

NAV$61.94
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Returns Overview

1 Month
+33.14%
3 Months
+11.46%
6 Months
-12.49%
YTD
+19.86%
1 Year
+58.12%
3 Years (annualized)
+50.12%
5 Years (annualized)
+22.93%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDIX 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
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📉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)
+19.86%
Peer Avg (YTD)
+16.13%
vs Peers
+3.73%

FGDIX Mutual Fund Performance

FGDIX performance across multiple time periods: 1-month 33.14%, YTD 19.86%, 1-year 58.12%, 3-year 50.12%, 5-year 22.93%, 10-year 13.25%.

FGDIX returns outperform the peer average of 16.13% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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