FCGTX Mutual Fund

NAV$24.92

Returns Overview

1 Month
+0.36%
3 Months
+12.15%
6 Months
+9.38%
YTD
+8.67%
1 Year
+18.54%
3 Years (annualized)
+16.81%
5 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCGTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+7.64%
vs Peers
+1.03%

FCGTX Mutual Fund Performance

FCGTX performance across multiple time periods: 1-month 0.36%, YTD 8.67%, 1-year 18.54%, 3-year 16.81%, 5-year 9.07%.

FCGTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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