FGKMX Mutual Fund

FGKMX Mutual Fund

NAV$144.04
See how much of FGKMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.45%
3 Months
-6.20%
6 Months
+5.29%
YTD
+4.73%
1 Year
+14.85%
3 Years (annualized)
+27.44%
5 Years (annualized)
+10.71%
10 Years (annualized)
+16.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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)
+4.73%
Peer Avg (YTD)
+7.49%
vs Peers
-2.76%

FGKMX Mutual Fund Performance

FGKMX performance across multiple time periods: 1-month 0.45%, YTD 4.73%, 1-year 14.85%, 3-year 27.44%, 5-year 10.71%, 10-year 16.15%.

FGKMX returns trail the peer average of 7.49% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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