FMSGX Mutual Fund

FMSGX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
-2.22%
3 Months
+5.96%
6 Months
+13.26%
YTD
+4.21%
1 Year
+5.65%
3 Years (annualized)
+18.03%
5 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSGX 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)
+4.21%
Peer Avg (YTD)
+6.72%
vs Peers
-2.51%

FMSGX Mutual Fund Performance

FMSGX performance across multiple time periods: 1-month -2.22%, YTD 4.21%, 1-year 5.65%, 3-year 18.03%, 5-year 9.64%.

FMSGX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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