FGIWX Mutual Fund

FGIWX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
-1.38%
3 Months
-2.30%
6 Months
+6.66%
YTD
+10.95%
1 Year
+16.20%
3 Years (annualized)
+13.41%
5 Years (annualized)
+9.49%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIWX 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 Global Infrastructure Index - Net(^SPGTINNT:SP)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+12.53%
vs Peers
-1.58%

FGIWX Mutual Fund Performance

FGIWX performance across multiple time periods: 1-month -1.38%, YTD 10.95%, 1-year 16.20%, 3-year 13.41%, 5-year 9.49%, 10-year 8.44%.

FGIWX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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