FGSHX Mutual Fund

NAV$73.44

Returns Overview

1 Month
+3.81%
3 Months
+19.34%
6 Months
+15.23%
YTD
+13.36%
1 Year
+24.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSHX 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)
+13.36%
Peer Avg (YTD)
+10.82%
vs Peers
+2.54%

FGSHX Mutual Fund Performance

FGSHX performance across multiple time periods: 1-month 3.81%, YTD 13.36%, 1-year 24.46%.

FGSHX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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