• INCEPTION (01/28/2016)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 5.97%
  • S&P RETURN

  • 14.20%
(GDF) Gorden's Dividend Fund

GDF Growth of $10,000

GDF Model*
GDF Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 07/23/2018

GDF Month By Month (As Of: 11/08/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GDF YTD S&P (TR) YTD
20183.79%-5.87%-3.28%0.78%0.07%-1.73%1.42%2.06%0.80%-5.37%1.99%--5.71% 0.98%
20173.58%-1.04%-1.54%-0.67%-1.88%-1.27%2.46%-0.12%1.00%-0.10%-3.26%3.08%0.02% 21.83%
20160.34%2.27%2.59%4.30%-0.52%2.38%6.47%3.82%2.14%-1.04%0.85%-1.03%24.69% 20.72%
Returns greater than 5%
Returns less than -5%

GDF Composite Month By Month (As Of: 10/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GDF YTD S&P (TR) YTD
20183.89%-4.34%-2.53%1.21%-0.08%-1.38%1.27%2.07%0.80%-5.10%---4.47% 0.98%
20173.74%-0.92%-1.41%-0.52%-1.81%-1.12%2.61%0.19%1.20%0.07%-3.11%3.21%1.90% 21.83%
2016------6.64%3.96%2.26%-0.92%0.59%-0.81%12.07% 3.99% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.