FGSFX Mutual Fund

NAV$72.77

Returns Overview

1 Month
+3.88%
3 Months
+19.56%
6 Months
+15.67%
YTD
+13.77%
1 Year
+25.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSFX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.77%
Peer Avg (YTD)
+10.82%
vs Peers
+2.96%

FGSFX Mutual Fund Performance

FGSFX performance across multiple time periods: 1-month 3.88%, YTD 13.77%, 1-year 25.51%.

FGSFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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