FMGIX Mutual Fund

FMGIX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-6.42%
3 Months
-10.10%
6 Months
-8.84%
YTD
-2.29%
1 Year
-1.06%
3 Years (annualized)
+12.11%
5 Years (annualized)
+5.94%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMGIX 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 World Index(MDWO)
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
+0.92%
vs Peers
-3.21%

FMGIX Mutual Fund Performance

FMGIX performance across multiple time periods: 1-month -6.42%, YTD -2.29%, 1-year -1.06%, 3-year 12.11%, 5-year 5.94%, 10-year 7.14%.

FMGIX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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