FEGRX Mutual Fund

FEGRX Mutual Fund

NAV$87.42
See how much of FEGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.10%
3 Months
+4.52%
6 Months
+1.50%
YTD
+12.05%
1 Year
+24.56%
3 Years (annualized)
+20.00%
5 Years (annualized)
+12.31%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+12.05%
Peer Avg (YTD)
+6.69%
vs Peers
+5.36%

FEGRX Mutual Fund Performance

FEGRX performance across multiple time periods: 1-month 4.10%, YTD 12.05%, 1-year 24.56%, 3-year 20.00%, 5-year 12.31%, 10-year 10.13%.

FEGRX returns outperform the peer average of 6.69% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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