FSAGX Mutual Fund

NAV$51.77

Returns Overview

1 Month
-14.94%
3 Months
-16.41%
6 Months
-8.80%
YTD
-8.52%
1 Year
+42.29%
3 Years (annualized)
+36.35%
5 Years (annualized)
+15.58%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSAGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Global BMI Gold Capped 20/45 Linked Index
This Mutual Fund (YTD)
-8.52%
Peer Avg (YTD)
-2.18%
vs Peers
-6.34%

FSAGX Mutual Fund Performance

FSAGX performance across multiple time periods: 1-month -14.94%, YTD -8.52%, 1-year 42.29%, 3-year 36.35%, 5-year 15.58%, 10-year 9.44%.

FSAGX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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