FGFZX Mutual Fund

FGFZX Mutual Fund

NAV$10.30
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Returns Overview

1 Month
+2.82%
3 Months
-2.19%
6 Months
-2.16%
YTD
-1.42%
1 Year
-1.17%
3 Years (annualized)
+4.72%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGFZX 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
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📉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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.42%
Peer Avg (YTD)
-0.87%
vs Peers
-0.55%

FGFZX Mutual Fund Performance

FGFZX performance across multiple time periods: 1-month 2.82%, YTD -1.42%, 1-year -1.17%, 3-year 4.72%, 5-year -0.13%, 10-year 1.18%.

FGFZX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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