| FGKFX | |
|---|---|
| Total return | +394.62% |
| Annualised (CAGR) | +24.46% |
| Volatility (annualised) | +21.88% |
| Sharpe (rf = 0) | 1.12 |
| Deepest drawdown | -40.12% |
| Drawdown peak → trough | 2021-11-19 → 2022-10-14 |
Over the 7.3 years to 2026-10-02 the fund returned +394.62% in total (+24.46% a year), with a deepest drawdown of -40.12% from 2021-11-19 to 2022-10-14. Its worst calendar year was 2022 (-32.62%), its best 2020 (+68.77%).
| Year | FGKFX |
|---|---|
| 2026 | +28.65% |
| 2025 | +21.67% |
| 2024 | +35.46% |
| 2023 | +46.02% |
| 2022 | -32.62% |
| 2021 | +22.09% |
| 2020 | +68.77% |
| 2019 | +15.07% |
+394.62% in total, which works out to +24.46% a year over the 7 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -32.62% (net of fees, dividends reinvested). Its best year was 2020 (+68.77%).
-40.12%, from a peak on 2021-11-19 to a trough on 2022-10-14. From that trough it took 481 days (about 15.8 months) to climb back to the earlier peak.
It does not say FGKFX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -40.12% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.