FMAGX Mutual Fund

FMAGX Mutual Fund

NAV$15.68
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Returns Overview

1 Month
+0.58%
3 Months
-1.71%
6 Months
+14.50%
YTD
+5.56%
1 Year
+2.77%
3 Years (annualized)
+16.55%
5 Years (annualized)
+9.57%
10 Years (annualized)
-9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMAGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+8.68%
vs Peers
-3.12%

FMAGX Mutual Fund Performance

FMAGX performance across multiple time periods: 1-month 0.58%, YTD 5.56%, 1-year 2.77%, 3-year 16.55%, 5-year 9.57%, 10-year -9.91%.

FMAGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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