FAGKX Mutual Fund

NAV$75.42

Returns Overview

1 Month
+3.91%
3 Months
+19.69%
6 Months
+15.88%
YTD
+13.98%
1 Year
+25.47%
3 Years (annualized)
+23.89%
5 Years (annualized)
+14.44%
10 Years (annualized)
+17.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAGKX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.98%
Peer Avg (YTD)
+10.82%
vs Peers
+3.16%

FAGKX Mutual Fund Performance

FAGKX performance across multiple time periods: 1-month 3.91%, YTD 13.98%, 1-year 25.47%, 3-year 23.89%, 5-year 14.44%, 10-year 17.06%.

FAGKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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