FGIRX Mutual Fund

NAV$40.45

Returns Overview

1 Month
+1.38%
3 Months
-2.76%
6 Months
-3.78%
YTD
+0.61%
1 Year
+8.64%
3 Years (annualized)
+11.49%
5 Years (annualized)
+15.96%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIRX 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)
+0.61%
Peer Avg (YTD)
+0.35%
vs Peers
+0.26%

FGIRX Mutual Fund Performance

FGIRX performance across multiple time periods: 1-month 1.38%, YTD 0.61%, 1-year 8.64%, 3-year 11.49%, 5-year 15.96%, 10-year 9.62%.

FGIRX returns outperform the peer average of 0.35% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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