FGDTX Mutual Fund

NAV$48.41

Returns Overview

1 Month
+1.77%
3 Months
-18.87%
6 Months
-29.28%
YTD
-11.40%
1 Year
+41.54%
3 Years (annualized)
+35.61%
5 Years (annualized)
+14.94%
10 Years (annualized)
+9.23%

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
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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)
-11.40%
Peer Avg (YTD)
-2.18%
vs Peers
-9.22%

FGDTX Mutual Fund Performance

FGDTX performance across multiple time periods: 1-month 1.77%, YTD -11.40%, 1-year 41.54%, 3-year 35.61%, 5-year 14.94%, 10-year 9.23%.

FGDTX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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