FGATX Mutual Fund

FGATX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
-0.63%
3 Months
-1.64%
6 Months
-2.05%
YTD
-0.21%
1 Year
+4.20%
3 Years (annualized)
+2.89%
5 Years (annualized)
-0.53%
10 Years (annualized)
+1.09%

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
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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)
-0.21%
Peer Avg (YTD)
+0.15%
vs Peers
-0.36%

FGATX Mutual Fund Performance

FGATX performance across multiple time periods: 1-month -0.63%, YTD -0.21%, 1-year 4.20%, 3-year 2.89%, 5-year -0.53%, 10-year 1.09%.

FGATX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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