FGIDX Mutual Fund

FGIDX Mutual Fund

NAV$69.33
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Returns Overview

1 Month
+0.82%
3 Months
-0.85%
6 Months
+3.88%
YTD
+10.21%
1 Year
+13.12%
3 Years (annualized)
+22.36%
5 Years (annualized)
+13.10%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+10.80%
vs Peers
-0.59%

FGIDX Mutual Fund Performance

FGIDX performance across multiple time periods: 1-month 0.82%, YTD 10.21%, 1-year 13.12%, 3-year 22.36%, 5-year 13.10%, 10-year 13.80%.

FGIDX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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