FGIDX Mutual Fund

FGIDX Mutual Fund

NAV$69.67
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Returns Overview

1 Month
-2.61%
3 Months
+0.37%
6 Months
+9.90%
YTD
+7.95%
1 Year
+13.26%
3 Years (annualized)
+19.16%
5 Years (annualized)
+14.13%
10 Years (annualized)
+14.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIDX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+9.98%
vs Peers
-2.04%

FGIDX Mutual Fund Performance

FGIDX performance across multiple time periods: 1-month -2.61%, YTD 7.95%, 1-year 13.26%, 3-year 19.16%, 5-year 14.13%, 10-year 14.05%.

FGIDX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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