FNGRX Mutual Fund

NAV$17.22

Returns Overview

1 Month
+1.01%
3 Months
+10.95%
6 Months
+0.47%
YTD
-0.29%
1 Year
-1.51%
3 Years (annualized)
+4.86%
5 Years (annualized)
-2.86%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNGRX 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
MSCI EAFE (Net) Index
This Mutual Fund (YTD)
-0.29%
Peer Avg (YTD)
+8.97%
vs Peers
-9.26%

FNGRX Mutual Fund Performance

FNGRX performance across multiple time periods: 1-month 1.01%, YTD -0.29%, 1-year -1.51%, 3-year 4.86%, 5-year -2.86%, 10-year 7.28%.

FNGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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