FISGX Mutual Fund

NAV$45.79

Returns Overview

1 Month
+3.46%
3 Months
+20.60%
6 Months
+19.29%
YTD
+17.66%
1 Year
+27.61%
3 Years (annualized)
+15.34%
5 Years (annualized)
+3.85%
10 Years (annualized)
+11.56%

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

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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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+17.66%
Peer Avg (YTD)
+10.82%
vs Peers
+6.84%

FISGX Mutual Fund Performance

FISGX performance across multiple time periods: 1-month 3.46%, YTD 17.66%, 1-year 27.61%, 3-year 15.34%, 5-year 3.85%, 10-year 11.56%.

FISGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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