FGARX Mutual Fund

FGARX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-0.63%
3 Months
-1.51%
6 Months
-1.98%
YTD
-0.10%
1 Year
+4.50%
3 Years (annualized)
+3.03%
5 Years (annualized)
-0.37%
10 Years (annualized)
+1.27%

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)
-0.10%
Peer Avg (YTD)
+0.15%
vs Peers
-0.25%

FGARX Mutual Fund Performance

FGARX performance across multiple time periods: 1-month -0.63%, YTD -0.10%, 1-year 4.50%, 3-year 3.03%, 5-year -0.37%, 10-year 1.27%.

FGARX returns trail the peer average of 0.15% 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.