FGSAX Mutual Fund

FGSAX Mutual Fund

NAV$61.69
See how much of FGSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.95%
3 Months
+0.50%
6 Months
+0.87%
YTD
-0.82%
1 Year
-2.09%
3 Years (annualized)
+15.44%
5 Years (annualized)
+7.87%
10 Years (annualized)
+14.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSAX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-0.82%
Peer Avg (YTD)
+9.54%
vs Peers
-10.36%

FGSAX Mutual Fund Performance

FGSAX performance across multiple time periods: 1-month -2.95%, YTD -0.82%, 1-year -2.09%, 3-year 15.44%, 5-year 7.87%, 10-year 14.45%.

FGSAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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