FGILX Mutual Fund

FGILX Mutual Fund

NAV$27.36
See how much of FGILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.24%
3 Months
-0.68%
6 Months
+9.80%
YTD
+8.39%
1 Year
+12.81%
3 Years (annualized)
+18.87%
5 Years (annualized)
+10.97%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGILX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+10.00%
vs Peers
-1.60%

FGILX Mutual Fund Performance

FGILX performance across multiple time periods: 1-month -2.24%, YTD 8.39%, 1-year 12.81%, 3-year 18.87%, 5-year 10.97%, 10-year 12.09%.

FGILX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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