FGKMX Mutual Fund

NAV$134.21

Returns Overview

1 Month
-4.48%
3 Months
+7.05%
6 Months
+15.22%
YTD
-0.54%
1 Year
+38.46%
3 Years
+39.03%
5 Years
+16.66%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FGKMX 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)
-0.54%
Peer Avg (YTD)
+1.90%
vs Peers
-2.44%

FGKMX Mutual Fund Performance

FGKMX performance across multiple time periods: 1-month -4.48%, YTD -0.54%, 1-year 38.46%, 3-year 39.03%, 5-year 16.66%.

FGKMX returns trail the peer average of 1.90% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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