FSGEX Mutual Fund

FSGEX Mutual Fund

NAV$20.29
See how much of FSGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.92%
3 Months
-2.64%
6 Months
+0.80%
YTD
+9.40%
1 Year
+13.99%
3 Years (annualized)
+20.90%
5 Years (annualized)
+8.45%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSGEX 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 ACWI ex US Index
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+8.05%
vs Peers
+1.34%

FSGEX Mutual Fund Performance

FSGEX performance across multiple time periods: 1-month -2.92%, YTD 9.40%, 1-year 13.99%, 3-year 20.90%, 5-year 8.45%, 10-year 9.12%.

FSGEX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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