FGIII Mutual Fund

FGIII Mutual Fund

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Returns Overview

1 Month
+2.33%
3 Months
-4.47%
6 Months
+19.30%
YTD
+8.25%
1 Year
-3.98%
3 Years (annualized)
+11.20%
5 Years (annualized)
-1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIII 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+6.72%
vs Peers
+1.53%

FGIII Mutual Fund Performance

FGIII performance across multiple time periods: 1-month 2.33%, YTD 8.25%, 1-year -3.98%, 3-year 11.20%, 5-year -1.77%.

FGIII returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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