FGDAX Mutual Fund

NAV$49.78

Returns Overview

1 Month
-14.95%
3 Months
-16.48%
6 Months
-8.93%
YTD
-8.65%
1 Year
+41.90%
3 Years (annualized)
+35.94%
5 Years (annualized)
+15.24%
10 Years (annualized)
+9.08%

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Global BMI Gold Capped 20/45 Linked Index
This Mutual Fund (YTD)
-8.65%
Peer Avg (YTD)
-2.18%
vs Peers
-6.47%

FGDAX Mutual Fund Performance

FGDAX performance across multiple time periods: 1-month -14.95%, YTD -8.65%, 1-year 41.90%, 3-year 35.94%, 5-year 15.24%, 10-year 9.08%.

FGDAX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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