FSGEX Mutual Fund

FSGEX Mutual Fund

NAV$21.26
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Returns Overview

1 Month
-0.90%
3 Months
+3.53%
6 Months
+7.71%
YTD
+13.72%
1 Year
+28.83%
3 Years (annualized)
+17.37%
5 Years (annualized)
+9.22%
10 Years (annualized)
+9.48%

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
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🏦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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+13.72%
Peer Avg (YTD)
+9.42%
vs Peers
+4.30%

FSGEX Mutual Fund Performance

FSGEX performance across multiple time periods: 1-month -0.90%, YTD 13.72%, 1-year 28.83%, 3-year 17.37%, 5-year 9.22%, 10-year 9.48%.

FSGEX returns outperform the peer average of 9.42% 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.