FGDMX Mutual Fund

NAV$136.02

Returns Overview

1 Month
-4.51%
3 Months
+6.75%
6 Months
+14.79%
YTD
-0.59%
1 Year
+37.65%
3 Years
+38.38%
5 Years
+16.09%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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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
MSCI US IMI/Communication Services 25/50(NA)
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+1.90%
vs Peers
-2.49%

FGDMX Mutual Fund Performance

FGDMX performance across multiple time periods: 1-month -4.51%, YTD -0.59%, 1-year 37.65%, 3-year 38.38%, 5-year 16.09%.

FGDMX returns trail the peer average of 1.90% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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