FGKFX Mutual Fund

FGKFX Mutual Fund

NAV$43.23
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Returns Overview

1 Month
-5.89%
3 Months
+2.31%
6 Months
+5.76%
YTD
+19.07%
1 Year
+19.05%
3 Years (annualized)
+35.32%
5 Years (annualized)
+15.13%

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)
+19.07%
Peer Avg (YTD)
+5.23%
vs Peers
+13.84%

FGKFX Mutual Fund Performance

FGKFX performance across multiple time periods: 1-month -5.89%, YTD 19.07%, 1-year 19.05%, 3-year 35.32%, 5-year 15.13%.

FGKFX returns outperform the peer average of 5.23% 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.