FGULX Mutual Fund

FGULX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-0.39%
3 Months
+0.09%
6 Months
+0.75%
YTD
+0.99%
1 Year
+1.86%
3 Years (annualized)
+4.27%
5 Years (annualized)
+3.15%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGULX 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
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+0.50%
vs Peers
+0.49%

FGULX Mutual Fund Performance

FGULX performance across multiple time periods: 1-month -0.39%, YTD 0.99%, 1-year 1.86%, 3-year 4.27%, 5-year 3.15%, 10-year 2.24%.

FGULX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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