FESGX Mutual Fund

FESGX Mutual Fund

NAV$82.77
See how much of FESGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.14%
3 Months
+1.89%
6 Months
+4.63%
YTD
+5.54%
1 Year
+11.69%
3 Years (annualized)
+18.73%
5 Years (annualized)
+11.11%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+5.22%
vs Peers
+0.31%

FESGX Mutual Fund Performance

FESGX performance across multiple time periods: 1-month -5.14%, YTD 5.54%, 1-year 11.69%, 3-year 18.73%, 5-year 11.11%, 10-year 9.41%.

FESGX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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