FMGIX Mutual Fund

FMGIX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
-1.22%
3 Months
-2.42%
6 Months
+3.94%
YTD
+7.36%
1 Year
+12.38%
3 Years (annualized)
+11.15%
5 Years (annualized)
+6.78%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMGIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+8.19%
vs Peers
-0.83%

FMGIX Mutual Fund Performance

FMGIX performance across multiple time periods: 1-month -1.22%, YTD 7.36%, 1-year 12.38%, 3-year 11.15%, 5-year 6.78%, 10-year 7.02%.

FMGIX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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