FGIQX Mutual Fund

FGIQX Mutual Fund

NAV$22.03
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Returns Overview

1 Month
+4.47%
3 Months
+11.97%
6 Months
+16.01%
YTD
+23.56%
1 Year
+45.50%
3 Years (annualized)
+25.33%
5 Years (annualized)
+17.84%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIQX 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)
+23.56%
Peer Avg (YTD)
+11.41%
vs Peers
+12.15%

FGIQX Mutual Fund Performance

FGIQX performance across multiple time periods: 1-month 4.47%, YTD 23.56%, 1-year 45.50%, 3-year 25.33%, 5-year 17.84%, 10-year 13.82%.

FGIQX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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