FGSHX Mutual Fund

FGSHX Mutual Fund

NAV$67.45
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Returns Overview

1 Month
-3.02%
3 Months
-13.92%
6 Months
+2.72%
YTD
-2.43%
1 Year
-4.49%
3 Years (annualized)
+13.94%
5 Years (annualized)
+5.63%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSHX 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)
-2.43%
Peer Avg (YTD)
+6.72%
vs Peers
-9.15%

FGSHX Mutual Fund Performance

FGSHX performance across multiple time periods: 1-month -3.02%, YTD -2.43%, 1-year -4.49%, 3-year 13.94%, 5-year 5.63%, 10-year 11.10%.

FGSHX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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