FGORX Mutual Fund

NAV$5.06

Returns Overview

1 Month
-1.56%
3 Months
-2.13%
6 Months
-2.50%
YTD
-2.32%
1 Year
+4.54%
3 Years (annualized)
+3.94%
5 Years (annualized)
+0.41%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGORX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
-2.32%
Peer Avg (YTD)
+3.23%
vs Peers
-5.54%

FGORX Mutual Fund Performance

FGORX performance across multiple time periods: 1-month -1.56%, YTD -2.32%, 1-year 4.54%, 3-year 3.94%, 5-year 0.41%, 10-year 1.08%.

FGORX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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