FGFIX Mutual Fund

NAV$8.29

Returns Overview

3 Months
+1.65%
6 Months
+1.99%
YTD
+5.14%
1 Year
+4.71%
3 Years (annualized)
+4.91%
5 Years (annualized)
-0.10%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+5.26%
vs Peers
-0.12%

FGFIX Mutual Fund Performance

FGFIX performance across multiple time periods: YTD 5.14%, 1-year 4.71%, 3-year 4.91%, 5-year -0.10%, 10-year 1.39%.

FGFIX returns trail the peer average of 5.26% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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