FGBRX Mutual Fund

FGBRX Mutual Fund

NAV$7.13
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Returns Overview

1 Month
-1.92%
3 Months
+0.35%
6 Months
+2.89%
YTD
+2.09%
1 Year
+2.63%
3 Years (annualized)
+3.77%
5 Years (annualized)
-0.10%
10 Years (annualized)
-0.18%

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
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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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
-1.59%
vs Peers
+3.68%

FGBRX Mutual Fund Performance

FGBRX performance across multiple time periods: 1-month -1.92%, YTD 2.09%, 1-year 2.63%, 3-year 3.77%, 5-year -0.10%, 10-year -0.18%.

FGBRX returns outperform the peer average of -1.59% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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