FGEAX Mutual Fund

NAV$30.28

Returns Overview

1 Month
+2.77%
3 Months
+22.56%
6 Months
+15.57%
YTD
+14.46%
1 Year
+39.61%
3 Years (annualized)
+27.05%
5 Years (annualized)
+16.45%
10 Years (annualized)
+14.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.46%
Peer Avg (YTD)
+8.97%
vs Peers
+5.48%

FGEAX Mutual Fund Performance

FGEAX performance across multiple time periods: 1-month 2.77%, YTD 14.46%, 1-year 39.61%, 3-year 27.05%, 5-year 16.45%, 10-year 14.93%.

FGEAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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