FCGBX Mutual Fund

NAV$3.24

Returns Overview

1 Month
+0.37%
3 Months
+7.02%
6 Months
+8.62%
YTD
+7.88%
1 Year
+19.80%
3 Years (annualized)
+13.19%
5 Years (annualized)
+4.37%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGBX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+5.87%
vs Peers
+2.01%

FCGBX Mutual Fund Performance

FCGBX performance across multiple time periods: 1-month 0.37%, YTD 7.88%, 1-year 19.80%, 3-year 13.19%, 5-year 4.37%, 10-year 4.18%.

FCGBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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