FSGVX Mutual Fund

FSGVX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
+0.16%
3 Months
+0.63%
6 Months
+1.65%
YTD
+3.52%
1 Year
+3.35%
3 Years (annualized)
+3.78%
5 Years (annualized)
+1.06%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSGVX 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
ICE Bank of America Merrill Lynch 1-3 Year US Treasury Index Total Return USD(^G1O2TR)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+4.34%
vs Peers
-0.82%

FSGVX Mutual Fund Performance

FSGVX performance across multiple time periods: 1-month 0.16%, YTD 3.52%, 1-year 3.35%, 3-year 3.78%, 5-year 1.06%, 10-year 1.28%.

FSGVX returns trail the peer average of 4.34% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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