FMGGX Mutual Fund

NAV$50.15

Returns Overview

1 Month
+3.59%
3 Months
+15.09%
6 Months
+10.20%
YTD
+9.44%
1 Year
+8.87%
3 Years (annualized)
+11.93%
5 Years (annualized)
+4.79%
10 Years (annualized)
+17.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMGGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+18.52%
vs Peers
-9.08%

FMGGX Mutual Fund Performance

FMGGX performance across multiple time periods: 1-month 3.59%, YTD 9.44%, 1-year 8.87%, 3-year 11.93%, 5-year 4.79%, 10-year 17.87%.

FMGGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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