FSGAX Mutual Fund

FSGAX Mutual Fund

NAV$47.84
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Returns Overview

1 Month
-4.79%
3 Months
+2.19%
6 Months
+4.46%
YTD
+4.16%
1 Year
+1.54%
3 Years (annualized)
+8.82%
5 Years (annualized)
+0.21%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSGAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+15.31%
vs Peers
-11.15%

FSGAX Mutual Fund Performance

FSGAX performance across multiple time periods: 1-month -4.79%, YTD 4.16%, 1-year 1.54%, 3-year 8.82%, 5-year 0.21%, 10-year 10.39%.

FSGAX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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