FGIYX Mutual Fund

FGIYX Mutual Fund

NAV$11.98
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Returns Overview

1 Month
-1.72%
6 Months
-3.44%
YTD
+8.99%
1 Year
+13.20%
3 Years (annualized)
+15.27%
5 Years (annualized)
+8.91%
10 Years (annualized)
+8.46%

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
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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)
+8.99%
Peer Avg (YTD)
+9.10%
vs Peers
-0.11%

FGIYX Mutual Fund Performance

FGIYX performance across multiple time periods: 1-month -1.72%, YTD 8.99%, 1-year 13.20%, 3-year 15.27%, 5-year 8.91%, 10-year 8.46%.

FGIYX returns trail the peer average of 9.10% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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