FGZMX Mutual Fund

FGZMX Mutual Fund

NAV$13.27
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Returns Overview

1 Month
+0.91%
3 Months
+0.26%
6 Months
+0.70%
YTD
+3.99%
1 Year
+9.74%
3 Years (annualized)
+10.62%
5 Years (annualized)
+3.18%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGZMX 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
PROUpgrade to run
🏦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
J.P. Morgan Emerging Market Bond Index Global Diversified Index
This Mutual Fund (YTD)
+3.99%
Peer Avg (YTD)
+2.96%
vs Peers
+1.03%

FGZMX Mutual Fund Performance

FGZMX performance across multiple time periods: 1-month 0.91%, YTD 3.99%, 1-year 9.74%, 3-year 10.62%, 5-year 3.18%, 10-year 3.57%.

FGZMX returns outperform the peer average of 2.96% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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