FISGX Mutual Fund

FISGX Mutual Fund

NAV$40.83
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Returns Overview

1 Month
-2.33%
3 Months
-4.24%
6 Months
-6.08%
YTD
+2.85%
1 Year
+2.98%
3 Years (annualized)
+14.62%
5 Years (annualized)
-0.62%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISGX 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)
+2.85%
Peer Avg (YTD)
+10.76%
vs Peers
-7.91%

FISGX Mutual Fund Performance

FISGX performance across multiple time periods: 1-month -2.33%, YTD 2.85%, 1-year 2.98%, 3-year 14.62%, 5-year -0.62%, 10-year 9.82%.

FISGX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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