FEGIX Mutual Fund

NAV$62.27

Returns Overview

1 Month
-13.94%
3 Months
-16.58%
6 Months
-9.09%
YTD
-8.73%
1 Year
+41.72%
3 Years (annualized)
+33.83%
5 Years (annualized)
+18.91%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEGIX 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

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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
FTSE Gold Mines Index(FTMIGMI)
This Mutual Fund (YTD)
-8.73%
Peer Avg (YTD)
-2.18%
vs Peers
-6.55%

FEGIX Mutual Fund Performance

FEGIX performance across multiple time periods: 1-month -13.94%, YTD -8.73%, 1-year 41.72%, 3-year 33.83%, 5-year 18.91%, 10-year 11.41%.

FEGIX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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