FCGEX Mutual Fund

FCGEX Mutual Fund

NAV$21.79
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Returns Overview

1 Month
-1.32%
3 Months
+2.27%
6 Months
+4.13%
YTD
+5.87%
1 Year
+17.02%
3 Years (annualized)
+11.40%
5 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGEX 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 World Index (Net)
This Mutual Fund (YTD)
+5.87%
Peer Avg (YTD)
+9.41%
vs Peers
-3.55%

FCGEX Mutual Fund Performance

FCGEX performance across multiple time periods: 1-month -1.32%, YTD 5.87%, 1-year 17.02%, 3-year 11.40%, 5-year 6.69%.

FCGEX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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