FOGIX Mutual Fund

FOGIX Mutual Fund

NAV$28.88
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Returns Overview

1 Month
-1.00%
3 Months
-3.23%
6 Months
-1.07%
YTD
+2.84%
1 Year
+2.84%
3 Years (annualized)
+21.05%
5 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOGIX 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
Russell Midcap Growth Index(^RMCCG)

FOGIX Mutual Fund Performance

FOGIX performance across multiple time periods: 1-month -1.00%, YTD 2.84%, 1-year 2.84%, 3-year 21.05%, 5-year 15.30%.

FOGIX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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