FGTAX Mutual Fund

FGTAX Mutual Fund

NAV$33.54
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Returns Overview

1 Month
+1.81%
3 Months
+3.94%
6 Months
+8.45%
YTD
+11.74%
1 Year
+22.56%
3 Years (annualized)
+22.90%
5 Years (annualized)
+16.32%
10 Years (annualized)
+16.03%

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)
+11.74%
Peer Avg (YTD)
+9.41%
vs Peers
+2.33%

FGTAX Mutual Fund Performance

FGTAX performance across multiple time periods: 1-month 1.81%, YTD 11.74%, 1-year 22.56%, 3-year 22.90%, 5-year 16.32%, 10-year 16.03%.

FGTAX returns outperform the peer average of 9.41% 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.