FEGRX Mutual Fund

FEGRX Mutual Fund

NAV$90.07
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Returns Overview

1 Month
+2.04%
3 Months
+0.85%
6 Months
+3.05%
YTD
+8.56%
1 Year
+14.56%
3 Years (annualized)
+20.83%
5 Years (annualized)
+11.52%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEGRX 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 World Index(MDWO)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+5.84%
vs Peers
+2.72%

FEGRX Mutual Fund Performance

FEGRX performance across multiple time periods: 1-month 2.04%, YTD 8.56%, 1-year 14.56%, 3-year 20.83%, 5-year 11.52%, 10-year 10.30%.

FEGRX returns outperform the peer average of 5.84% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

FEGRX vs another fund shows side-by-side returns. FEGRX alternatives are available in the Mutual Fund Screener.