FGINX Mutual Fund

FGINX Mutual Fund

NAV$20.93
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Returns Overview

1 Month
+3.10%
3 Months
+8.89%
6 Months
+16.46%
YTD
+27.09%
1 Year
+41.59%
3 Years (annualized)
+26.60%
5 Years (annualized)
+17.64%
10 Years (annualized)
+13.67%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+27.09%
Peer Avg (YTD)
+12.44%
vs Peers
+14.65%

FGINX Mutual Fund Performance

FGINX performance across multiple time periods: 1-month 3.10%, YTD 27.09%, 1-year 41.59%, 3-year 26.60%, 5-year 17.64%, 10-year 13.67%.

FGINX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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