FGSMX Mutual Fund

FGSMX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
+0.69%
3 Months
-0.08%
6 Months
+1.25%
YTD
+3.05%
1 Year
+5.19%
3 Years (annualized)
+7.48%
5 Years (annualized)
+2.50%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSMX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+2.15%
vs Peers
+0.90%

FGSMX Mutual Fund Performance

FGSMX performance across multiple time periods: 1-month 0.69%, YTD 3.05%, 1-year 5.19%, 3-year 7.48%, 5-year 2.50%, 10-year 4.00%.

FGSMX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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