Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGSGX | 11.80% | 15.42% | NA | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGSGX | 10/11/2024 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.22 | 15.42 | NA | NA | NA | NA | NA | … | … | 11.80 | 12.01 | 3.23 |
| Sharpe Ratio | NA | 0.57 | NA | NA | NA | NA | NA | … | … | 0.98 | 0.35 | 0.36 |
| Standard Deviation(%) | NA | 20.68 | NA | NA | NA | NA | NA | … | … | 24.85 | 26.33 | 34.39 |
| Draw Down(%) | NA | 13.13 | NA | NA | NA | NA | NA | … | … | 12.54 | 26.09 | 10.40 |
| Yield(%) | 0.00 | 9.21 | 5.72 | 3.43 | 1.72 | 1.14 | 0.86 | … | … | 0.00 | 9.91 | 7.57 |
Data as of 06/17/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGSGX (FGSGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGSGX (FGSGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart