FGVMX Mutual Fund

NAV$13.92

Returns Overview

1 Month
+0.65%
3 Months
+4.29%
6 Months
+3.17%
YTD
+3.25%
1 Year
+12.24%
3 Years (annualized)
+10.95%
5 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGVMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
J.P. Morgan Emerging Market Bond Index Global Diversified Index
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+3.07%
vs Peers
+0.18%

FGVMX Mutual Fund Performance

FGVMX performance across multiple time periods: 1-month 0.65%, YTD 3.25%, 1-year 12.24%, 3-year 10.95%, 5-year 3.28%.

FGVMX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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