FEGRX Mutual Fund

FEGRX Mutual Fund

NAV$88.49
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Returns Overview

1 Month
-5.05%
3 Months
+2.18%
6 Months
+5.19%
YTD
+6.39%
1 Year
+12.91%
3 Years (annualized)
+20.00%
5 Years (annualized)
+12.31%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEGRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+5.22%
vs Peers
+1.16%

FEGRX Mutual Fund Performance

FEGRX performance across multiple time periods: 1-month -5.05%, YTD 6.39%, 1-year 12.91%, 3-year 20.00%, 5-year 12.31%, 10-year 10.13%.

FEGRX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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