FGETX Mutual Fund

FGETX Mutual Fund

NAV$27.50
See how much of FGETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.41%
3 Months
+3.34%
6 Months
+6.70%
YTD
+10.33%
1 Year
+18.40%
3 Years (annualized)
+20.58%
5 Years (annualized)
+11.09%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGETX 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)
+10.33%
Peer Avg (YTD)
+6.23%
vs Peers
+4.10%

FGETX Mutual Fund Performance

FGETX performance across multiple time periods: 1-month -4.41%, YTD 10.33%, 1-year 18.40%, 3-year 20.58%, 5-year 11.09%, 10-year 11.82%.

FGETX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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