FCGIX Mutual Fund

NAV$21.20

Returns Overview

1 Month
-2.71%
3 Months
+0.47%
6 Months
+0.14%
YTD
+3.21%
1 Year
+18.57%
3 Years (annualized)
+12.91%
5 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
+3.21%
Peer Avg (YTD)
+9.51%
vs Peers
-6.29%

FCGIX Mutual Fund Performance

FCGIX performance across multiple time periods: 1-month -2.71%, YTD 3.21%, 1-year 18.57%, 3-year 12.91%, 5-year 8.29%.

FCGIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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