FGEMX Mutual Fund

FGEMX Mutual Fund

NAV$133.15
See how much of FGEMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.64%
3 Months
-2.49%
6 Months
+6.61%
YTD
+4.21%
1 Year
+15.94%
3 Years (annualized)
+25.50%
5 Years (annualized)
+10.64%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEMX 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 US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+4.46%
vs Peers
-0.25%

FGEMX Mutual Fund Performance

FGEMX performance across multiple time periods: 1-month -2.64%, YTD 4.21%, 1-year 15.94%, 3-year 25.50%, 5-year 10.64%, 10-year 15.41%.

FGEMX returns trail the peer average of 4.46% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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