FAGNX Mutual Fund

FAGNX Mutual Fund

NAV$50.00
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Returns Overview

1 Month
-0.77%
3 Months
+3.29%
6 Months
+17.19%
YTD
+6.61%
1 Year
+6.59%
3 Years (annualized)
+2.88%
5 Years (annualized)
+30.49%
10 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAGNX 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 USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+12.05%
vs Peers
-5.43%

FAGNX Mutual Fund Performance

FAGNX performance across multiple time periods: 1-month -0.77%, YTD 6.61%, 1-year 6.59%, 3-year 2.88%, 5-year 30.49%, 10-year 5.69%.

FAGNX returns trail the peer average of 12.05% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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