FGEHX Mutual Fund

NAV$27.86

Returns Overview

1 Month
-1.17%
3 Months
+10.24%
6 Months
+9.39%
YTD
+8.56%
1 Year
+18.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEHX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+9.49%
vs Peers
-0.93%

FGEHX Mutual Fund Performance

FGEHX performance across multiple time periods: 1-month -1.17%, YTD 8.56%, 1-year 18.96%.

FGEHX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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