FGIQX Mutual Fund

NAV$20.73

Returns Overview

1 Month
+1.18%
3 Months
+12.92%
6 Months
+18.28%
YTD
+16.92%
1 Year
+38.41%
3 Years (annualized)
+24.88%
5 Years (annualized)
+17.02%
10 Years (annualized)
+14.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIQX 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)
+16.92%
Peer Avg (YTD)
+9.49%
vs Peers
+7.43%

FGIQX Mutual Fund Performance

FGIQX performance across multiple time periods: 1-month 1.18%, YTD 16.92%, 1-year 38.41%, 3-year 24.88%, 5-year 17.02%, 10-year 14.39%.

FGIQX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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