FGTMX Mutual Fund

FGTMX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
-0.59%
3 Months
+0.27%
6 Months
+1.14%
YTD
+2.94%
1 Year
+7.16%
3 Years (annualized)
+9.05%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTMX 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)
+2.94%
Peer Avg (YTD)
+0.12%
vs Peers
+2.82%

FGTMX Mutual Fund Performance

FGTMX performance across multiple time periods: 1-month -0.59%, YTD 2.94%, 1-year 7.16%, 3-year 9.05%, 5-year 4.05%, 10-year 5.05%.

FGTMX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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