FGBRX Mutual Fund

NAV$7.22

Returns Overview

1 Month
-0.58%
3 Months
+2.54%
6 Months
+1.88%
YTD
+1.74%
1 Year
+4.25%
3 Years (annualized)
+2.57%
5 Years (annualized)
-0.59%
10 Years (annualized)
-0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGBRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+0.99%
vs Peers
+0.75%

FGBRX Mutual Fund Performance

FGBRX performance across multiple time periods: 1-month -0.58%, YTD 1.74%, 1-year 4.25%, 3-year 2.57%, 5-year -0.59%, 10-year -0.41%.

FGBRX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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