FGATX Mutual Fund

NAV$9.61

Returns Overview

1 Month
+0.62%
3 Months
+2.43%
6 Months
+2.08%
YTD
+2.08%
1 Year
+6.72%
3 Years (annualized)
+3.24%
5 Years (annualized)
-0.08%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGATX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+1.79%
vs Peers
+0.30%

FGATX Mutual Fund Performance

FGATX performance across multiple time periods: 1-month 0.62%, YTD 2.08%, 1-year 6.72%, 3-year 3.24%, 5-year -0.08%, 10-year 1.28%.

FGATX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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