FEGIX Mutual Fund

FEGIX Mutual Fund

NAV$60.67
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Returns Overview

1 Month
+24.96%
3 Months
+7.02%
6 Months
-14.51%
YTD
+13.50%
1 Year
+53.21%
3 Years (annualized)
+44.17%
5 Years (annualized)
+24.61%
10 Years (annualized)
+14.54%

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
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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
FTSE Gold Mines Index(FTMIGMI)
This Mutual Fund (YTD)
+13.50%
Peer Avg (YTD)
+16.13%
vs Peers
-2.63%

FEGIX Mutual Fund Performance

FEGIX performance across multiple time periods: 1-month 24.96%, YTD 13.50%, 1-year 53.21%, 3-year 44.17%, 5-year 24.61%, 10-year 14.54%.

FEGIX returns trail the peer average of 16.13% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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