FGUMX Mutual Fund

NAV$8.06

Returns Overview

1 Month
-0.98%
3 Months
-1.35%
6 Months
-0.86%
YTD
-0.49%
1 Year
+6.89%
3 Years (annualized)
+8.81%
5 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGUMX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+3.23%
vs Peers
-3.72%

FGUMX Mutual Fund Performance

FGUMX performance across multiple time periods: 1-month -0.98%, YTD -0.49%, 1-year 6.89%, 3-year 8.81%, 5-year 3.68%.

FGUMX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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