FGIAX Mutual Fund

FGIAX Mutual Fund

NAV$12.80
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Returns Overview

1 Month
-1.38%
3 Months
-2.41%
6 Months
+6.45%
YTD
+11.74%
1 Year
+15.80%
3 Years (annualized)
+13.17%
5 Years (annualized)
+9.22%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIAX 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
S&P Global Infrastructure Index - Net(^SPGTINNT:SP)
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+12.53%
vs Peers
-0.79%

FGIAX Mutual Fund Performance

FGIAX performance across multiple time periods: 1-month -1.38%, YTD 11.74%, 1-year 15.80%, 3-year 13.17%, 5-year 9.22%, 10-year 8.11%.

FGIAX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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