FGIWX Mutual Fund

NAV$12.72

Returns Overview

1 Month
+3.26%
3 Months
+2.79%
6 Months
+13.44%
YTD
+12.51%
1 Year
+14.77%
3 Years (annualized)
+14.36%
5 Years (annualized)
+10.20%

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
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 Global Infrastructure Index - Net(^SPGTINNT:SP)
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+11.24%
vs Peers
+1.27%

FGIWX Mutual Fund Performance

FGIWX performance across multiple time periods: 1-month 3.26%, YTD 12.51%, 1-year 14.77%, 3-year 14.36%, 5-year 10.20%.

FGIWX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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