FGIUX Mutual Fund

FGIUX Mutual Fund

NAV$36.80
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Returns Overview

1 Month
+1.40%
3 Months
-2.78%
6 Months
-3.98%
YTD
+0.45%
1 Year
+8.00%
3 Years (annualized)
+10.65%
5 Years (annualized)
+15.08%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+0.35%
vs Peers
+0.10%

FGIUX Mutual Fund Performance

FGIUX performance across multiple time periods: 1-month 1.40%, YTD 0.45%, 1-year 8.00%, 3-year 10.65%, 5-year 15.08%, 10-year 8.88%.

FGIUX returns outperform the peer average of 0.35% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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