FGSGX Mutual Fund

FGSGX Mutual Fund

NAV$68.20
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Returns Overview

1 Month
-2.98%
3 Months
-13.82%
6 Months
+2.99%
YTD
-2.06%
1 Year
-4.01%
3 Years (annualized)
+14.48%
5 Years (annualized)
+6.14%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-2.06%
Peer Avg (YTD)
+6.72%
vs Peers
-8.78%

FGSGX Mutual Fund Performance

FGSGX performance across multiple time periods: 1-month -2.98%, YTD -2.06%, 1-year -4.01%, 3-year 14.48%, 5-year 6.14%, 10-year 11.65%.

FGSGX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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