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Foundations Dynamic Growth ETF (FDGR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Inception Date

Oct 2, 2023

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FDGR has an expense ratio of 0.79%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period


FDGR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

5.53%

6M

-5.60%

1Y

8.37%

5Y*

14.61%

10Y*

10.35%

*Annualized

Monthly Returns

The table below presents the monthly returns of FDGR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.22%0.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FDGR is 63, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FDGR is 6363
Overall Rank
The Sharpe Ratio Rank of FDGR is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of FDGR is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FDGR is 6262
Omega Ratio Rank
The Calmar Ratio Rank of FDGR is 6969
Calmar Ratio Rank
The Martin Ratio Rank of FDGR is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Foundations Dynamic Growth ETF (FDGR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


There isn't enough data available to calculate the Sharpe ratio for Foundations Dynamic Growth ETF. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Dividends

Dividend History

Foundations Dynamic Growth ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%$0.00$0.00$0.00$0.01$0.01$0.01$0.012023
Dividends
Dividend Yield
PeriodTTM2023
Dividend$0.00$0.01

Dividend yield

0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Foundations Dynamic Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00
2023$0.01$0.01

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Foundations Dynamic Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Foundations Dynamic Growth ETF was 0.68%, occurring on May 6, 2025. Recovery took 2 trading sessions.

The current Foundations Dynamic Growth ETF drawdown is 0.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.68%May 6, 20251May 6, 20252May 8, 20253
-0.08%May 9, 20251May 9, 2025

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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