FGUAX Mutual Fund

FGUAX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
+0.12%
3 Months
+0.44%
6 Months
+0.88%
YTD
+0.99%
1 Year
+4.26%
3 Years (annualized)
+4.13%
5 Years (annualized)
+2.93%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGUAX 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 Bank of America Merrill Lynch 1 Year US Treasury Note Index(^IBML1YUTRSN)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+0.12%
vs Peers
+0.87%

FGUAX Mutual Fund Performance

FGUAX performance across multiple time periods: 1-month 0.12%, YTD 0.99%, 1-year 4.26%, 3-year 4.13%, 5-year 2.93%, 10-year 1.61%.

FGUAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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