FGUSX Mutual Fund

FGUSX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-0.49%
3 Months
-0.02%
6 Months
+0.74%
YTD
+0.98%
1 Year
+1.85%
3 Years (annualized)
+4.29%
5 Years (annualized)
+3.13%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGUSX 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)
+0.98%
Peer Avg (YTD)
+0.50%
vs Peers
+0.48%

FGUSX Mutual Fund Performance

FGUSX performance across multiple time periods: 1-month -0.49%, YTD 0.98%, 1-year 1.85%, 3-year 4.29%, 5-year 3.13%, 10-year 2.24%.

FGUSX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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