FAGIX Mutual Fund

FAGIX Mutual Fund

NAV$11.25
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Returns Overview

1 Month
+0.78%
3 Months
-0.66%
6 Months
+4.30%
YTD
+7.16%
1 Year
+11.07%
3 Years (annualized)
+11.29%
5 Years (annualized)
+6.03%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAGIX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+2.15%
vs Peers
+5.01%

FAGIX Mutual Fund Performance

FAGIX performance across multiple time periods: 1-month 0.78%, YTD 7.16%, 1-year 11.07%, 3-year 11.29%, 5-year 6.03%, 10-year 7.51%.

FAGIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

FAGIX vs another fund shows side-by-side returns. FAGIX alternatives are available in the Mutual Fund Screener.