FMSGX Mutual Fund

FMSGX Mutual Fund

NAV$17.13
See how much of FMSGX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.64%
3 Months
+5.12%
6 Months
+4.09%
YTD
+3.90%
1 Year
+11.21%
3 Years (annualized)
+16.20%
5 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMSGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+9.54%
vs Peers
-5.64%

FMSGX Mutual Fund Performance

FMSGX performance across multiple time periods: 1-month 5.64%, YTD 3.90%, 1-year 11.21%, 3-year 16.20%, 5-year 9.35%.

FMSGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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