FGIPX Mutual Fund

NAV$20.42

Returns Overview

1 Month
+1.16%
3 Months
+12.87%
6 Months
+18.22%
YTD
+16.83%
1 Year
+38.30%
3 Years (annualized)
+24.79%
5 Years (annualized)
+16.94%
10 Years (annualized)
+13.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIPX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.83%
Peer Avg (YTD)
+9.49%
vs Peers
+7.34%

FGIPX Mutual Fund Performance

FGIPX performance across multiple time periods: 1-month 1.16%, YTD 16.83%, 1-year 38.30%, 3-year 24.79%, 5-year 16.94%, 10-year 13.64%.

FGIPX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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