FGSHX Mutual Fund

FGSHX Mutual Fund

NAV$60.52
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Returns Overview

1 Month
-6.83%
3 Months
-10.72%
6 Months
-12.37%
YTD
-7.59%
1 Year
-11.66%
3 Years (annualized)
+15.21%
5 Years (annualized)
+2.19%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSHX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-7.59%
Peer Avg (YTD)
+10.76%
vs Peers
-18.35%

FGSHX Mutual Fund Performance

FGSHX performance across multiple time periods: 1-month -6.83%, YTD -7.59%, 1-year -11.66%, 3-year 15.21%, 5-year 2.19%, 10-year 10.23%.

FGSHX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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