FGAQX Mutual Fund

FGAQX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
+1.01%
3 Months
+2.96%
6 Months
+2.65%
YTD
+2.65%
1 Year
+7.46%
3 Years (annualized)
+3.59%
5 Years (annualized)
+0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGAQX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+1.79%
vs Peers
+0.86%

FGAQX Mutual Fund Performance

FGAQX performance across multiple time periods: 1-month 1.01%, YTD 2.65%, 1-year 7.46%, 3-year 3.59%, 5-year 0.36%.

FGAQX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

FGAQX performance comparison shows side-by-side returns with another fund. FGAQX alternatives are available in the Mutual Fund Screener.