FMGIX Mutual Fund

FMGIX Mutual Fund

NAV$13.73
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Returns Overview

1 Month
+8.33%
3 Months
-1.41%
6 Months
-3.79%
YTD
+5.85%
1 Year
+7.64%
3 Years (annualized)
+15.23%
5 Years (annualized)
+6.48%
10 Years (annualized)
+7.47%

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)
+5.85%
Peer Avg (YTD)
+6.38%
vs Peers
-0.52%

FMGIX Mutual Fund Performance

FMGIX performance across multiple time periods: 1-month 8.33%, YTD 5.85%, 1-year 7.64%, 3-year 15.23%, 5-year 6.48%, 10-year 7.47%.

FMGIX returns trail the peer average of 6.38% 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.