FGFSX Mutual Fund

FGFSX Mutual Fund

NAV$8.27
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Returns Overview

3 Months
+1.51%
6 Months
+1.91%
YTD
+5.10%
1 Year
+4.50%
3 Years (annualized)
+4.69%
5 Years (annualized)
-0.33%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGFSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+5.26%
vs Peers
-0.16%

FGFSX Mutual Fund Performance

FGFSX performance across multiple time periods: YTD 5.10%, 1-year 4.50%, 3-year 4.69%, 5-year -0.33%, 10-year 1.11%.

FGFSX returns trail the peer average of 5.26% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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