FEGRX Mutual Fund

NAV$89.88

Returns Overview

1 Month
-2.88%
3 Months
+2.95%
6 Months
+4.81%
YTD
+4.12%
1 Year
+20.46%
3 Years (annualized)
+17.06%
5 Years (annualized)
+10.92%

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

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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(MDWO)
This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+5.93%
vs Peers
-1.82%

FEGRX Mutual Fund Performance

FEGRX performance across multiple time periods: 1-month -2.88%, YTD 4.12%, 1-year 20.46%, 3-year 17.06%, 5-year 10.92%.

FEGRX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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