FGREX Mutual Fund

FGREX Mutual Fund

NAV$9.50
See how much of FGREX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.51%
3 Months
+6.39%
6 Months
+10.78%
YTD
+10.01%
1 Year
+15.79%
3 Years (annualized)
+7.31%
5 Years (annualized)
+1.68%
10 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGREX 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 World Index (Net)
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+9.30%
vs Peers
+0.71%

FGREX Mutual Fund Performance

FGREX performance across multiple time periods: 1-month 8.51%, YTD 10.01%, 1-year 15.79%, 3-year 7.31%, 5-year 1.68%, 10-year 2.54%.

FGREX returns outperform the peer average of 9.30% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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