FGIYX Mutual Fund

NAV$12.69

Returns Overview

1 Month
+3.18%
3 Months
-2.34%
6 Months
+7.82%
YTD
+6.93%
1 Year
+1.68%
3 Years (annualized)
+9.77%
5 Years (annualized)
+7.45%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIYX 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)
+6.93%
Peer Avg (YTD)
+11.24%
vs Peers
-4.31%

FGIYX Mutual Fund Performance

FGIYX performance across multiple time periods: 1-month 3.18%, YTD 6.93%, 1-year 1.68%, 3-year 9.77%, 5-year 7.45%, 10-year 7.35%.

FGIYX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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