FGIKX Mutual Fund

FGIKX Mutual Fund

NAV$69.29
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Returns Overview

1 Month
+0.86%
3 Months
-0.75%
6 Months
+4.09%
YTD
+9.18%
1 Year
+13.54%
3 Years (annualized)
+22.82%
5 Years (annualized)
+13.51%
10 Years (annualized)
+14.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIKX 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)
+9.18%
Peer Avg (YTD)
+9.28%
vs Peers
-0.10%

FGIKX Mutual Fund Performance

FGIKX performance across multiple time periods: 1-month 0.86%, YTD 9.18%, 1-year 13.54%, 3-year 22.82%, 5-year 13.51%, 10-year 14.15%.

FGIKX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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