FGKFX Mutual Fund

NAV$46.01

Returns Overview

1 Month
+0.68%
3 Months
+27.35%
6 Months
+24.46%
YTD
+23.86%
1 Year
+55.30%
3 Years (annualized)
+35.43%
5 Years (annualized)
+19.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGKFX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+23.86%
Peer Avg (YTD)
+8.97%
vs Peers
+14.89%

FGKFX Mutual Fund Performance

FGKFX performance across multiple time periods: 1-month 0.68%, YTD 23.86%, 1-year 55.30%, 3-year 35.43%, 5-year 19.17%.

FGKFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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