FGTMX Mutual Fund

FGTMX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
-2.32%
3 Months
-2.15%
6 Months
+0.52%
YTD
-0.08%
1 Year
+1.34%
3 Years (annualized)
+8.37%
5 Years (annualized)
+3.40%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTMX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+0.50%
vs Peers
-0.58%

FGTMX Mutual Fund Performance

FGTMX performance across multiple time periods: 1-month -2.32%, YTD -0.08%, 1-year 1.34%, 3-year 8.37%, 5-year 3.40%, 10-year 5.05%.

FGTMX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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