| FGLGX | |
|---|---|
| Total return | +345.21% |
| Annualised (CAGR) | +16.11% |
| Volatility (annualised) | +16.12% |
| Sharpe (rf = 0) | 1.00 |
| Deepest drawdown | -36.42% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 11.94% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +345.21% in total (+16.11% a year), with a deepest drawdown of -36.42% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-8.84%), its best 2019 (+32.39%).
| Year | FGLGX |
|---|---|
| 2026 | +12.13% |
| 2025 | +28.44% |
| 2024 | +27.39% |
| 2023 | +24.77% |
| 2022 | -7.24% |
| 2021 | +26.44% |
| 2020 | +10.00% |
| 2019 | +32.39% |
| 2018 | -8.84% |
| 2017 | +16.64% |
| 2016 | +7.10% |
+345.21% in total, which works out to +16.11% a year over the 10 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.
2018 — its calendar-year return was -8.84% (net of fees, dividends reinvested). Its best year was 2019 (+32.39%).
-36.42%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 238 days (about 7.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 11.94% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say FGLGX 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 -36.42% 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.