FCGIX Mutual Fund

FCGIX Mutual Fund

NAV$22.20
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Returns Overview

1 Month
-1.27%
3 Months
+2.35%
6 Months
+4.31%
YTD
+6.09%
1 Year
+17.30%
3 Years (annualized)
+11.70%
5 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGIX 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)
+6.09%
Peer Avg (YTD)
+9.41%
vs Peers
-3.33%

FCGIX Mutual Fund Performance

FCGIX performance across multiple time periods: 1-month -1.27%, YTD 6.09%, 1-year 17.30%, 3-year 11.70%, 5-year 6.97%.

FCGIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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