FGINX Mutual Fund

NAV$20.98

Returns Overview

1 Month
+1.16%
3 Months
+12.85%
6 Months
+18.07%
YTD
+16.69%
1 Year
+37.98%
3 Years (annualized)
+24.49%
5 Years (annualized)
+16.65%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGINX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.69%
Peer Avg (YTD)
+9.49%
vs Peers
+7.20%

FGINX Mutual Fund Performance

FGINX performance across multiple time periods: 1-month 1.16%, YTD 16.69%, 1-year 37.98%, 3-year 24.49%, 5-year 16.65%, 10-year 13.34%.

FGINX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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