FGSIX Mutual Fund

FGSIX Mutual Fund

NAV$68.51
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Returns Overview

1 Month
-0.87%
3 Months
-0.28%
6 Months
+8.94%
YTD
+2.04%
1 Year
-0.20%
3 Years (annualized)
+20.17%
5 Years (annualized)
+13.29%
10 Years (annualized)
+21.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSIX 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)
+2.04%
Peer Avg (YTD)
+6.72%
vs Peers
-4.68%

FGSIX Mutual Fund Performance

FGSIX performance across multiple time periods: 1-month -0.87%, YTD 2.04%, 1-year -0.20%, 3-year 20.17%, 5-year 13.29%, 10-year 21.89%.

FGSIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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