FSGIX Mutual Fund

FSGIX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+0.24%
3 Months
+0.70%
6 Months
+1.65%
YTD
+3.46%
1 Year
+3.12%
3 Years (annualized)
+3.54%
5 Years (annualized)
+0.80%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSGIX 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
ICE Bank of America Merrill Lynch 1-3 Year US Treasury Index Total Return USD(^G1O2TR)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+4.34%
vs Peers
-0.88%

FSGIX Mutual Fund Performance

FSGIX performance across multiple time periods: 1-month 0.24%, YTD 3.46%, 1-year 3.12%, 3-year 3.54%, 5-year 0.80%, 10-year 0.95%.

FSGIX returns trail the peer average of 4.34% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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