FGUMX Mutual Fund

FGUMX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
+0.78%
3 Months
+0.19%
6 Months
+1.84%
YTD
+3.93%
1 Year
+6.49%
3 Years (annualized)
+8.52%
5 Years (annualized)
+3.51%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGUMX 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)
+3.93%
Peer Avg (YTD)
+2.15%
vs Peers
+1.78%

FGUMX Mutual Fund Performance

FGUMX performance across multiple time periods: 1-month 0.78%, YTD 3.93%, 1-year 6.49%, 3-year 8.52%, 5-year 3.51%, 10-year 5.14%.

FGUMX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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