FGTAX Mutual Fund

FGTAX Mutual Fund

NAV$33.41
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Returns Overview

1 Month
+1.37%
3 Months
+2.72%
6 Months
+7.32%
YTD
+13.27%
1 Year
+21.93%
3 Years (annualized)
+25.16%
5 Years (annualized)
+16.84%
10 Years (annualized)
+16.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.27%
Peer Avg (YTD)
+11.21%
vs Peers
+2.06%

FGTAX Mutual Fund Performance

FGTAX performance across multiple time periods: 1-month 1.37%, YTD 13.27%, 1-year 21.93%, 3-year 25.16%, 5-year 16.84%, 10-year 16.44%.

FGTAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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