FGIII Mutual Fund

Returns Overview

1 Month
-2.25%
3 Months
+24.88%
6 Months
+13.64%
YTD
+13.31%
1 Year
+4.26%
3 Years (annualized)
+14.79%
5 Years (annualized)
+0.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIII 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+10.82%
vs Peers
+2.50%

FGIII Mutual Fund Performance

FGIII performance across multiple time periods: 1-month -2.25%, YTD 13.31%, 1-year 4.26%, 3-year 14.79%, 5-year 0.39%.

FGIII returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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