FICGX Mutual Fund

NAV$16.16

Returns Overview

1 Month
+2.46%
3 Months
+17.94%
6 Months
+13.87%
YTD
+13.71%
1 Year
+28.28%
3 Years (annualized)
+23.01%
5 Years (annualized)
+13.95%
10 Years (annualized)
+17.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICGX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+13.71%
Peer Avg (YTD)
+8.97%
vs Peers
+4.74%

FICGX Mutual Fund Performance

FICGX performance across multiple time periods: 1-month 2.46%, YTD 13.71%, 1-year 28.28%, 3-year 23.01%, 5-year 13.95%, 10-year 17.41%.

FICGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

FICGX performance comparison shows side-by-side returns with another fund. FICGX alternatives are available in the Mutual Fund Screener.