FGKFX Mutual Fund

FGKFX Mutual Fund

NAV$46.39
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Returns Overview

1 Month
-6.04%
3 Months
+3.37%
6 Months
+13.69%
YTD
+16.38%
1 Year
+33.77%
3 Years (annualized)
+29.27%
5 Years (annualized)
+16.20%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+16.38%
Peer Avg (YTD)
+6.23%
vs Peers
+10.15%

FGKFX Mutual Fund Performance

FGKFX performance across multiple time periods: 1-month -6.04%, YTD 16.38%, 1-year 33.77%, 3-year 29.27%, 5-year 16.20%.

FGKFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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