FGEHX Mutual Fund

FGEHX Mutual Fund

NAV$27.05
See how much of FGEHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.59%
3 Months
+0.23%
6 Months
+4.93%
YTD
+10.10%
1 Year
+18.03%
3 Years (annualized)
+16.17%
5 Years (annualized)
+10.12%
10 Years (annualized)
+10.85%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+12.44%
vs Peers
-2.34%

FGEHX Mutual Fund Performance

FGEHX performance across multiple time periods: 1-month 0.59%, YTD 10.10%, 1-year 18.03%, 3-year 16.17%, 5-year 10.12%, 10-year 10.85%.

FGEHX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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