FGDTX Mutual Fund

FGDTX Mutual Fund

NAV$56.70
See how much of FGDTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.07%
3 Months
+17.77%
6 Months
-1.69%
YTD
+7.45%
1 Year
+20.41%
3 Years (annualized)
+49.36%
5 Years (annualized)
+22.28%
10 Years (annualized)
+13.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+7.45%
Peer Avg (YTD)
+7.76%
vs Peers
-0.31%

FGDTX Mutual Fund Performance

FGDTX performance across multiple time periods: 1-month -10.07%, YTD 7.45%, 1-year 20.41%, 3-year 49.36%, 5-year 22.28%, 10-year 13.04%.

FGDTX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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