FGUAX Mutual Fund

FGUAX Mutual Fund

NAV$9.71
See how much of FGUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.54%
3 Months
+0.47%
6 Months
+0.91%
YTD
+1.46%
1 Year
+3.28%
3 Years (annualized)
+4.85%
5 Years (annualized)
+3.61%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGUAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+0.72%
vs Peers
+0.74%

FGUAX Mutual Fund Performance

FGUAX performance across multiple time periods: 1-month 0.54%, YTD 1.46%, 1-year 3.28%, 3-year 4.85%, 5-year 3.61%, 10-year 1.68%.

FGUAX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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