FGEMX Mutual Fund

NAV$129.45

Returns Overview

1 Month
-4.53%
3 Months
+6.57%
6 Months
+14.53%
YTD
-0.63%
1 Year
+36.93%
3 Years
+37.91%
5 Years
+15.72%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI/Communication Services 25/50(NA)
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+1.90%
vs Peers
-2.53%

FGEMX Mutual Fund Performance

FGEMX performance across multiple time periods: 1-month -4.53%, YTD -0.63%, 1-year 36.93%, 3-year 37.91%, 5-year 15.72%.

FGEMX returns trail the peer average of 1.90% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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