FGBIX Mutual Fund

FGBIX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
+0.86%
3 Months
+2.18%
6 Months
+4.05%
YTD
+6.42%
1 Year
+5.17%
3 Years (annualized)
+8.11%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGBIX 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
Fidelity Global Credit Fund Linked Index
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+4.79%
vs Peers
+1.64%

FGBIX Mutual Fund Performance

FGBIX performance across multiple time periods: 1-month 0.86%, YTD 6.42%, 1-year 5.17%, 3-year 8.11%, 5-year 0.50%, 10-year 2.81%.

FGBIX returns outperform the peer average of 4.79% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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