FGILX Mutual Fund

NAV$28.00

Returns Overview

1 Month
-1.09%
3 Months
+10.55%
6 Months
+9.93%
YTD
+9.14%
1 Year
+20.16%
3 Years (annualized)
+17.90%
5 Years (annualized)
+11.28%
10 Years (annualized)
+12.26%

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

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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.14%
Peer Avg (YTD)
+9.49%
vs Peers
-0.35%

FGILX Mutual Fund Performance

FGILX performance across multiple time periods: 1-month -1.09%, YTD 9.14%, 1-year 20.16%, 3-year 17.90%, 5-year 11.28%, 10-year 12.26%.

FGILX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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