FGIZX Mutual Fund

NAV$41.81

Returns Overview

1 Month
+1.40%
3 Months
-2.70%
6 Months
-3.63%
YTD
+0.71%
1 Year
+9.02%
3 Years (annualized)
+11.92%
5 Years (annualized)
+16.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIZX 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 500 Index(SPX)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+0.35%
vs Peers
+0.35%

FGIZX Mutual Fund Performance

FGIZX performance across multiple time periods: 1-month 1.40%, YTD 0.71%, 1-year 9.02%, 3-year 11.92%, 5-year 16.40%.

FGIZX returns outperform the peer average of 0.35% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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