FGHMX Mutual Fund

NAV$126.83

Returns Overview

1 Month
-4.23%
3 Months
+23.86%
6 Months
+14.24%
YTD
+13.87%
1 Year
+39.70%
3 Years (annualized)
+34.52%
5 Years (annualized)
+14.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGHMX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+13.87%
Peer Avg (YTD)
+6.08%
vs Peers
+7.79%

FGHMX Mutual Fund Performance

FGHMX performance across multiple time periods: 1-month -4.23%, YTD 13.87%, 1-year 39.70%, 3-year 34.52%, 5-year 14.34%.

FGHMX returns outperform the peer average of 6.08% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

FGHMX performance comparison shows side-by-side returns with another fund. FGHMX alternatives are available in the Mutual Fund Screener.