FGKFX Mutual Fund

FGKFX Mutual Fund

NAV$47.58
See how much of FGKFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.64%
3 Months
+2.15%
6 Months
+30.09%
YTD
+26.52%
1 Year
+33.51%
3 Years (annualized)
+34.04%
5 Years (annualized)
+18.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGKFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+26.52%
Peer Avg (YTD)
+8.67%
vs Peers
+17.85%

FGKFX Mutual Fund Performance

FGKFX performance across multiple time periods: 1-month 2.64%, YTD 26.52%, 1-year 33.51%, 3-year 34.04%, 5-year 18.02%.

FGKFX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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