FGEAX Mutual Fund

FGEAX Mutual Fund

NAV$29.91
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Returns Overview

1 Month
-4.42%
3 Months
+3.41%
6 Months
+6.82%
YTD
+10.47%
1 Year
+18.66%
3 Years (annualized)
+20.87%
5 Years (annualized)
+11.36%
10 Years (annualized)
+12.11%

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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+6.23%
vs Peers
+4.24%

FGEAX Mutual Fund Performance

FGEAX performance across multiple time periods: 1-month -4.42%, YTD 10.47%, 1-year 18.66%, 3-year 20.87%, 5-year 11.36%, 10-year 12.11%.

FGEAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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