FGIPX Mutual Fund

FGIPX Mutual Fund

NAV$20.84
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Returns Overview

1 Month
-3.48%
3 Months
+3.96%
6 Months
+17.33%
YTD
+21.46%
1 Year
+33.66%
3 Years (annualized)
+26.93%
5 Years (annualized)
+17.93%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGIPX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+21.46%
Peer Avg (YTD)
+10.00%
vs Peers
+11.46%

FGIPX Mutual Fund Performance

FGIPX performance across multiple time periods: 1-month -3.48%, YTD 21.46%, 1-year 33.66%, 3-year 26.93%, 5-year 17.93%, 10-year 13.87%.

FGIPX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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