FAGIX Mutual Fund

FAGIX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
-2.00%
3 Months
+0.13%
6 Months
+3.96%
YTD
+6.32%
1 Year
+11.37%
3 Years (annualized)
+11.50%
5 Years (annualized)
+6.57%
10 Years (annualized)
+7.91%

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
PROUpgrade to run
🏦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)
+6.32%
Peer Avg (YTD)
+0.12%
vs Peers
+6.20%

FAGIX Mutual Fund Performance

FAGIX performance across multiple time periods: 1-month -2.00%, YTD 6.32%, 1-year 11.37%, 3-year 11.50%, 5-year 6.57%, 10-year 7.91%.

FAGIX returns outperform the peer average of 0.12% 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.