FMGKX Mutual Fund

FMGKX Mutual Fund

NAV$15.62
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Returns Overview

3 Months
-1.97%
6 Months
+9.13%
YTD
+5.30%
1 Year
+3.46%
3 Years (annualized)
+20.26%
5 Years (annualized)
+11.68%
10 Years (annualized)
-7.61%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+8.51%
vs Peers
-3.21%

FMGKX Mutual Fund Performance

FMGKX performance across multiple time periods: YTD 5.30%, 1-year 3.46%, 3-year 20.26%, 5-year 11.68%, 10-year -7.61%.

FMGKX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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