FGSKX Mutual Fund

FGSKX Mutual Fund

NAV$58.13

Returns Overview

1 Month
+0.72%
3 Months
+9.26%
6 Months
+3.09%
YTD
+3.09%
1 Year
+2.31%
3 Years (annualized)
+20.16%
5 Years (annualized)
+15.97%
10 Years (annualized)
+19.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSKX 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)
+3.09%
Peer Avg (YTD)
+10.82%
vs Peers
-7.72%

FGSKX Mutual Fund Performance

FGSKX performance across multiple time periods: 1-month 0.72%, YTD 3.09%, 1-year 2.31%, 3-year 20.16%, 5-year 15.97%, 10-year 19.86%.

FGSKX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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