FGEMX Mutual Fund

FGEMX Mutual Fund

NAV$142.19
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Returns Overview

1 Month
+5.02%
3 Months
+2.67%
6 Months
+27.12%
YTD
+17.01%
1 Year
+27.05%
3 Years (annualized)
+32.24%
5 Years (annualized)
+13.29%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEMX 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 US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+17.01%
Peer Avg (YTD)
+6.71%
vs Peers
+10.30%

FGEMX Mutual Fund Performance

FGEMX performance across multiple time periods: 1-month 5.02%, YTD 17.01%, 1-year 27.05%, 3-year 32.24%, 5-year 13.29%, 10-year 15.41%.

FGEMX returns outperform the peer average of 6.71% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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