FGEGX Mutual Fund

FGEGX Mutual Fund

NAV$27.36
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Returns Overview

1 Month
-2.28%
3 Months
-0.83%
6 Months
+9.48%
YTD
+7.95%
1 Year
+12.21%
3 Years (annualized)
+16.74%
5 Years (annualized)
+10.67%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEGX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+10.00%
vs Peers
-2.04%

FGEGX Mutual Fund Performance

FGEGX performance across multiple time periods: 1-month -2.28%, YTD 7.95%, 1-year 12.21%, 3-year 16.74%, 5-year 10.67%, 10-year 11.40%.

FGEGX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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