FISGX Mutual Fund

FISGX Mutual Fund

NAV$44.63
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Returns Overview

1 Month
-9.96%
3 Months
-1.92%
6 Months
+3.98%
YTD
+7.40%
1 Year
+13.76%
3 Years (annualized)
+10.61%
5 Years (annualized)
+1.23%
10 Years (annualized)
+9.76%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.40%
Peer Avg (YTD)
+9.54%
vs Peers
-2.14%

FISGX Mutual Fund Performance

FISGX performance across multiple time periods: 1-month -9.96%, YTD 7.40%, 1-year 13.76%, 3-year 10.61%, 5-year 1.23%, 10-year 9.76%.

FISGX returns trail the peer average of 9.54% 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.