FGEKX Mutual Fund

FGEKX Mutual Fund

NAV$27.81
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Returns Overview

1 Month
+0.91%
3 Months
+3.52%
6 Months
+8.49%
YTD
+10.18%
1 Year
+21.38%
3 Years (annualized)
+17.45%
5 Years (annualized)
+11.31%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEKX 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)
+10.18%
Peer Avg (YTD)
+11.41%
vs Peers
-1.23%

FGEKX Mutual Fund Performance

FGEKX performance across multiple time periods: 1-month 0.91%, YTD 10.18%, 1-year 21.38%, 3-year 17.45%, 5-year 11.31%, 10-year 12.03%.

FGEKX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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