FGEXX Mutual Fund

FGEXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.29%
3 Months
+0.57%
6 Months
+0.87%
YTD
+0.87%
1 Year
+2.88%
3 Years (annualized)
+4.25%
5 Years (annualized)
+3.29%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+1.70%
vs Peers
-0.83%

FGEXX Mutual Fund Performance

FGEXX performance across multiple time periods: 1-month 0.29%, YTD 0.87%, 1-year 2.88%, 3-year 4.25%, 5-year 3.29%, 10-year 2.11%.

FGEXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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