FMGKX Mutual Fund

NAV$15.90

Returns Overview

1 Month
+0.32%
3 Months
+18.95%
6 Months
+9.96%
YTD
+9.67%
1 Year
+14.56%
3 Years (annualized)
+22.19%
5 Years (annualized)
+13.94%
10 Years (annualized)
+32.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMGKX 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)
+9.67%
Peer Avg (YTD)
+8.97%
vs Peers
+0.69%

FMGKX Mutual Fund Performance

FMGKX performance across multiple time periods: 1-month 0.32%, YTD 9.67%, 1-year 14.56%, 3-year 22.19%, 5-year 13.94%, 10-year 32.69%.

FMGKX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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