FCGMX Mutual Fund

NAV$22.26

Returns Overview

1 Month
+2.70%
3 Months
+13.34%
6 Months
+7.81%
YTD
+7.39%
1 Year
+18.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGMX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+7.39%
Peer Avg (YTD)
+9.51%
vs Peers
-2.12%

FCGMX Mutual Fund Performance

FCGMX performance across multiple time periods: 1-month 2.70%, YTD 7.39%, 1-year 18.55%.

FCGMX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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