FGUMX Mutual Fund

FGUMX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
-2.32%
3 Months
-2.13%
6 Months
+0.56%
YTD
-0.03%
1 Year
+1.42%
3 Years (annualized)
+8.52%
5 Years (annualized)
+3.51%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGUMX 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)
-0.03%
Peer Avg (YTD)
+0.50%
vs Peers
-0.53%

FGUMX Mutual Fund Performance

FGUMX performance across multiple time periods: 1-month -2.32%, YTD -0.03%, 1-year 1.42%, 3-year 8.52%, 5-year 3.51%, 10-year 5.14%.

FGUMX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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