FAEGX Mutual Fund

NAV$23.82

Returns Overview

1 Month
-0.78%
3 Months
+19.67%
6 Months
+13.06%
YTD
+12.48%
1 Year
+22.85%
3 Years (annualized)
+27.16%
5 Years (annualized)
+18.50%
10 Years (annualized)
+45.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAEGX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+12.48%
Peer Avg (YTD)
+8.97%
vs Peers
+3.51%

FAEGX Mutual Fund Performance

FAEGX performance across multiple time periods: 1-month -0.78%, YTD 12.48%, 1-year 22.85%, 3-year 27.16%, 5-year 18.50%, 10-year 45.74%.

FAEGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

FAEGX performance comparison shows side-by-side returns with another fund. FAEGX alternatives are available in the Mutual Fund Screener.