FCGEX Mutual Fund

FCGEX Mutual Fund

NAV$21.83
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Returns Overview

1 Month
+0.33%
3 Months
-1.25%
6 Months
+0.99%
YTD
+4.55%
1 Year
+5.58%
3 Years (annualized)
+14.54%
5 Years (annualized)
+6.00%

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)
+4.55%
Peer Avg (YTD)
+9.28%
vs Peers
-4.73%

FCGEX Mutual Fund Performance

FCGEX performance across multiple time periods: 1-month 0.33%, YTD 4.55%, 1-year 5.58%, 3-year 14.54%, 5-year 6.00%.

FCGEX returns trail the peer average of 9.28% 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.