FGIEX Mutual Fund

FGIEX Mutual Fund

NAV$77.40
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Returns Overview

1 Month
+1.40%
3 Months
+9.44%
6 Months
+8.76%
YTD
+7.43%
1 Year
+26.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIEX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+9.51%
vs Peers
-2.08%

FGIEX Mutual Fund Performance

FGIEX performance across multiple time periods: 1-month 1.40%, YTD 7.43%, 1-year 26.74%.

FGIEX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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