FGEAX Mutual Fund

FGEAX Mutual Fund

NAV$28.92
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Returns Overview

1 Month
-3.82%
3 Months
-1.60%
6 Months
+1.76%
YTD
+8.71%
1 Year
+8.30%
3 Years (annualized)
+23.08%
5 Years (annualized)
+10.20%
10 Years (annualized)
+11.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEAX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+4.64%
vs Peers
+4.06%

FGEAX Mutual Fund Performance

FGEAX performance across multiple time periods: 1-month -3.82%, YTD 8.71%, 1-year 8.30%, 3-year 23.08%, 5-year 10.20%, 10-year 11.98%.

FGEAX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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