FGMNX Mutual Fund

NAV$10.25

Returns Overview

1 Month
+0.30%
3 Months
+0.41%
6 Months
+0.62%
YTD
+0.71%
1 Year
+4.27%
3 Years (annualized)
+4.21%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGMNX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg GNMA Index(^BBGGNMAI)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+3.23%
vs Peers
-2.51%

FGMNX Mutual Fund Performance

FGMNX performance across multiple time periods: 1-month 0.30%, YTD 0.71%, 1-year 4.27%, 3-year 4.21%, 5-year 0.34%, 10-year 1.23%.

FGMNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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