FISGX Mutual Fund

FISGX Mutual Fund

NAV$42.54
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Returns Overview

1 Month
-2.32%
3 Months
-11.73%
6 Months
+6.46%
YTD
+3.86%
1 Year
+7.45%
3 Years (annualized)
+12.05%
5 Years (annualized)
+0.79%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FISGX 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)
+3.86%
Peer Avg (YTD)
+6.73%
vs Peers
-2.87%

FISGX Mutual Fund Performance

FISGX performance across multiple time periods: 1-month -2.32%, YTD 3.86%, 1-year 7.45%, 3-year 12.05%, 5-year 0.79%, 10-year 9.84%.

FISGX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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