FGSAX Mutual Fund

FGSAX Mutual Fund

NAV$63.30
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Returns Overview

1 Month
-0.91%
3 Months
-0.37%
6 Months
+8.78%
YTD
+1.81%
1 Year
-0.51%
3 Years (annualized)
+18.37%
5 Years (annualized)
+7.62%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSAX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+6.72%
vs Peers
-4.91%

FGSAX Mutual Fund Performance

FGSAX performance across multiple time periods: 1-month -0.91%, YTD 1.81%, 1-year -0.51%, 3-year 18.37%, 5-year 7.62%, 10-year 14.54%.

FGSAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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