FGIAX Mutual Fund

FGIAX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
-6.25%
3 Months
-9.20%
6 Months
-6.78%
YTD
+1.95%
1 Year
+3.31%
3 Years (annualized)
+14.97%
5 Years (annualized)
+8.65%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIAX 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
S&P Global Infrastructure Index - Net(^SPGTINNT:SP)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+4.73%
vs Peers
-2.79%

FGIAX Mutual Fund Performance

FGIAX performance across multiple time periods: 1-month -6.25%, YTD 1.95%, 1-year 3.31%, 3-year 14.97%, 5-year 8.65%, 10-year 8.18%.

FGIAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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