FGIPX Mutual Fund

FGIPX Mutual Fund

NAV$21.19
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Returns Overview

1 Month
+4.46%
3 Months
+11.91%
6 Months
+15.93%
YTD
+23.50%
1 Year
+45.38%
3 Years (annualized)
+25.20%
5 Years (annualized)
+17.73%
10 Years (annualized)
+13.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIPX 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)
+23.50%
Peer Avg (YTD)
+11.41%
vs Peers
+12.09%

FGIPX Mutual Fund Performance

FGIPX performance across multiple time periods: 1-month 4.46%, YTD 23.50%, 1-year 45.38%, 3-year 25.20%, 5-year 17.73%, 10-year 13.60%.

FGIPX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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