FGSMX Mutual Fund

NAV$8.08

Returns Overview

1 Month
-0.09%
3 Months
+2.56%
6 Months
+1.87%
YTD
+1.87%
1 Year
+5.89%
3 Years (annualized)
+7.77%
5 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+3.23%
vs Peers
-1.36%

FGSMX Mutual Fund Performance

FGSMX performance across multiple time periods: 1-month -0.09%, YTD 1.87%, 1-year 5.89%, 3-year 7.77%, 5-year 2.65%.

FGSMX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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