FSGAX Mutual Fund

NAV$48.32

Returns Overview

1 Month
+3.58%
3 Months
+15.05%
6 Months
+10.15%
YTD
+9.40%
1 Year
+8.76%
3 Years (annualized)
+11.82%
5 Years (annualized)
+4.77%
10 Years (annualized)
+16.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSGAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+18.52%
vs Peers
-9.13%

FSGAX Mutual Fund Performance

FSGAX performance across multiple time periods: 1-month 3.58%, YTD 9.40%, 1-year 8.76%, 3-year 11.82%, 5-year 4.77%, 10-year 16.26%.

FSGAX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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