FGIOX Mutual Fund

NAV$41.72

Returns Overview

1 Month
+1.41%
3 Months
-2.72%
6 Months
-3.66%
YTD
+0.70%
1 Year
+8.90%
3 Years (annualized)
+11.78%
5 Years (annualized)
+16.25%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+0.35%
vs Peers
+0.35%

FGIOX Mutual Fund Performance

FGIOX performance across multiple time periods: 1-month 1.41%, YTD 0.70%, 1-year 8.90%, 3-year 11.78%, 5-year 16.25%, 10-year 9.89%.

FGIOX returns outperform the peer average of 0.35% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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