FGDIX Mutual Fund

NAV$51.87

Returns Overview

1 Month
-14.94%
3 Months
-16.42%
6 Months
-8.82%
YTD
-8.54%
1 Year
+42.25%
3 Years (annualized)
+36.30%
5 Years (annualized)
+15.57%
10 Years (annualized)
+9.44%

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
-8.54%
Peer Avg (YTD)
-2.18%
vs Peers
-6.35%

FGDIX Mutual Fund Performance

FGDIX performance across multiple time periods: 1-month -14.94%, YTD -8.54%, 1-year 42.25%, 3-year 36.30%, 5-year 15.57%, 10-year 9.44%.

FGDIX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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