FEGRX Mutual Fund

FEGRX Mutual Fund

NAV$91.87
See how much of FEGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.38%
3 Months
+2.18%
6 Months
+2.12%
YTD
+7.64%
1 Year
+25.00%
3 Years (annualized)
+17.44%
5 Years (annualized)
+11.50%
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)
+7.64%
Peer Avg (YTD)
+5.79%
vs Peers
+1.84%

FEGRX Mutual Fund Performance

FEGRX performance across multiple time periods: 1-month 3.38%, YTD 7.64%, 1-year 25.00%, 3-year 17.44%, 5-year 11.50%, 10-year 10.13%.

FEGRX returns outperform the peer average of 5.79% 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.