FAGKX Mutual Fund

FAGKX Mutual Fund

NAV$70.96
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Returns Overview

1 Month
-1.09%
3 Months
-7.59%
6 Months
-1.74%
YTD
+3.05%
1 Year
+0.64%
3 Years (annualized)
+19.20%
5 Years (annualized)
+9.99%
10 Years (annualized)
+15.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAGKX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+9.89%
vs Peers
-6.84%

FAGKX Mutual Fund Performance

FAGKX performance across multiple time periods: 1-month -1.09%, YTD 3.05%, 1-year 0.64%, 3-year 19.20%, 5-year 9.99%, 10-year 15.39%.

FAGKX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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