FCGIX Mutual Fund

FCGIX Mutual Fund

NAV$21.72
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Returns Overview

1 Month
-2.14%
3 Months
-2.81%
6 Months
+10.17%
YTD
+4.43%
1 Year
+7.54%
3 Years (annualized)
+12.71%
5 Years (annualized)
+6.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGIX 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
MSCI World Index (Net)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+9.98%
vs Peers
-5.55%

FCGIX Mutual Fund Performance

FCGIX performance across multiple time periods: 1-month -2.14%, YTD 4.43%, 1-year 7.54%, 3-year 12.71%, 5-year 6.75%.

FCGIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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