FGEGX Mutual Fund

FGEGX Mutual Fund

NAV$27.62
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Returns Overview

1 Month
+0.82%
3 Months
+3.32%
6 Months
+8.11%
YTD
+9.75%
1 Year
+20.60%
3 Years (annualized)
+16.74%
5 Years (annualized)
+10.67%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEGX 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)
+9.75%
Peer Avg (YTD)
+11.41%
vs Peers
-1.66%

FGEGX Mutual Fund Performance

FGEGX performance across multiple time periods: 1-month 0.82%, YTD 9.75%, 1-year 20.60%, 3-year 16.74%, 5-year 10.67%, 10-year 11.40%.

FGEGX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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