FCGEX Mutual Fund

NAV$21.08

Returns Overview

1 Month
-2.72%
3 Months
+0.38%
6 Months
+0.05%
YTD
+3.03%
1 Year
+18.23%
3 Years (annualized)
+12.61%
5 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+9.51%
vs Peers
-6.48%

FCGEX Mutual Fund Performance

FCGEX performance across multiple time periods: 1-month -2.72%, YTD 3.03%, 1-year 18.23%, 3-year 12.61%, 5-year 8.02%.

FCGEX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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