FGSFX Mutual Fund

FGSFX Mutual Fund

NAV$68.39
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Returns Overview

1 Month
-2.97%
3 Months
-13.76%
6 Months
+3.11%
YTD
-1.88%
1 Year
-3.77%
3 Years (annualized)
+14.77%
5 Years (annualized)
+6.40%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSFX 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
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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)
-1.88%
Peer Avg (YTD)
+6.72%
vs Peers
-8.61%

FGSFX Mutual Fund Performance

FGSFX performance across multiple time periods: 1-month -2.97%, YTD -1.88%, 1-year -3.77%, 3-year 14.77%, 5-year 6.40%, 10-year 11.93%.

FGSFX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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