FAGOX Mutual Fund

NAV$229.95

Returns Overview

1 Month
+0.75%
3 Months
+29.09%
6 Months
+16.70%
YTD
+16.53%
1 Year
+36.47%
3 Years (annualized)
+31.67%
5 Years (annualized)
+12.38%
10 Years (annualized)
+22.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAGOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.53%
Peer Avg (YTD)
+8.97%
vs Peers
+7.56%

FAGOX Mutual Fund Performance

FAGOX performance across multiple time periods: 1-month 0.75%, YTD 16.53%, 1-year 36.47%, 3-year 31.67%, 5-year 12.38%, 10-year 22.63%.

FAGOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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