FGTAX Mutual Fund

FGTAX Mutual Fund

NAV$32.59
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Returns Overview

1 Month
-2.04%
3 Months
-1.67%
6 Months
-0.55%
YTD
+9.88%
1 Year
+12.54%
3 Years (annualized)
+25.33%
5 Years (annualized)
+14.38%
10 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+10.80%
vs Peers
-0.92%

FGTAX Mutual Fund Performance

FGTAX performance across multiple time periods: 1-month -2.04%, YTD 9.88%, 1-year 12.54%, 3-year 25.33%, 5-year 14.38%, 10-year 15.54%.

FGTAX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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