FGNSX Mutual Fund

FGNSX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
-0.54%
3 Months
-0.25%
6 Months
+0.37%
YTD
+0.65%
1 Year
+1.19%
3 Years (annualized)
+3.23%
5 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGNSX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
-3.84%
vs Peers
+4.49%

FGNSX Mutual Fund Performance

FGNSX performance across multiple time periods: 1-month -0.54%, YTD 0.65%, 1-year 1.19%, 3-year 3.23%, 5-year 2.29%.

FGNSX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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