FSGAX Mutual Fund

FSGAX Mutual Fund

NAV$48.30
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Returns Overview

1 Month
-1.55%
3 Months
-4.79%
6 Months
+9.53%
YTD
+4.16%
1 Year
+1.46%
3 Years (annualized)
+10.30%
5 Years (annualized)
-0.20%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSGAX 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
PROUpgrade to run
🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+10.34%
vs Peers
-6.18%

FSGAX Mutual Fund Performance

FSGAX performance across multiple time periods: 1-month -1.55%, YTD 4.16%, 1-year 1.46%, 3-year 10.30%, 5-year -0.20%, 10-year 10.52%.

FSGAX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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