FGDMX Mutual Fund

FGDMX Mutual Fund

NAV$144.35
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Returns Overview

1 Month
+5.05%
3 Months
+2.73%
6 Months
+19.15%
YTD
+9.75%
1 Year
+13.22%
3 Years (annualized)
+26.95%
5 Years (annualized)
+10.26%
10 Years (annualized)
+15.70%

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
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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 US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+6.71%
vs Peers
+3.04%

FGDMX Mutual Fund Performance

FGDMX performance across multiple time periods: 1-month 5.05%, YTD 9.75%, 1-year 13.22%, 3-year 26.95%, 5-year 10.26%, 10-year 15.70%.

FGDMX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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