FISGX Mutual Fund

FISGX Mutual Fund

NAV$43.73
See how much of FISGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.37%
3 Months
-6.51%
6 Months
+2.52%
YTD
+7.80%
1 Year
+10.23%
3 Years (annualized)
+12.05%
5 Years (annualized)
+0.79%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+9.89%
vs Peers
-2.09%

FISGX Mutual Fund Performance

FISGX performance across multiple time periods: 1-month 0.37%, YTD 7.80%, 1-year 10.23%, 3-year 12.05%, 5-year 0.79%, 10-year 9.84%.

FISGX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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