FGARX Mutual Fund

FGARX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
-2.16%
3 Months
-1.14%
6 Months
-0.60%
YTD
+0.64%
1 Year
+5.03%
3 Years (annualized)
+2.54%
5 Years (annualized)
-0.52%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGARX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+0.23%
vs Peers
+0.41%

FGARX Mutual Fund Performance

FGARX performance across multiple time periods: 1-month -2.16%, YTD 0.64%, 1-year 5.03%, 3-year 2.54%, 5-year -0.52%, 10-year 1.26%.

FGARX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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