FTGOX Mutual Fund

NAV$25.27

Returns Overview

1 Month
-1.49%
3 Months
+3.73%
6 Months
+7.00%
YTD
+6.42%
1 Year
+15.59%
3 Years (annualized)
+6.55%
5 Years (annualized)
+1.83%
10 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTGOX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+3.78%
vs Peers
+2.65%

FTGOX Mutual Fund Performance

FTGOX performance across multiple time periods: 1-month -1.49%, YTD 6.42%, 1-year 15.59%, 3-year 6.55%, 5-year 1.83%, 10-year 4.03%.

FTGOX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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