FGSIX Mutual Fund

FGSIX Mutual Fund

NAV$69.81
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Returns Overview

1 Month
-2.92%
3 Months
+0.57%
6 Months
+1.01%
YTD
+0.08%
1 Year
-1.80%
3 Years (annualized)
+15.79%
5 Years (annualized)
+8.19%
10 Years (annualized)
+14.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSIX 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)
+0.08%
Peer Avg (YTD)
+9.54%
vs Peers
-9.46%

FGSIX Mutual Fund Performance

FGSIX performance across multiple time periods: 1-month -2.92%, YTD 0.08%, 1-year -1.80%, 3-year 15.79%, 5-year 8.19%, 10-year 14.78%.

FGSIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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