FGEHX Mutual Fund

FGEHX Mutual Fund

NAV$27.24
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Returns Overview

1 Month
-2.33%
3 Months
-0.95%
6 Months
+9.19%
YTD
+7.53%
1 Year
+12.91%
3 Years (annualized)
+16.17%
5 Years (annualized)
+10.12%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEHX 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)
+7.53%
Peer Avg (YTD)
+10.00%
vs Peers
-2.46%

FGEHX Mutual Fund Performance

FGEHX performance across multiple time periods: 1-month -2.33%, YTD 7.53%, 1-year 12.91%, 3-year 16.17%, 5-year 10.12%, 10-year 10.85%.

FGEHX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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