FGEEX Mutual Fund

FGEEX Mutual Fund

NAV$27.67
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Returns Overview

1 Month
+1.57%
3 Months
-0.09%
6 Months
+3.30%
YTD
+9.81%
1 Year
+13.27%
3 Years (annualized)
+20.75%
5 Years (annualized)
+10.31%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEEX 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)
+9.81%
Peer Avg (YTD)
+14.61%
vs Peers
-4.80%

FGEEX Mutual Fund Performance

FGEEX performance across multiple time periods: 1-month 1.57%, YTD 9.81%, 1-year 13.27%, 3-year 20.75%, 5-year 10.31%, 10-year 11.79%.

FGEEX returns trail the peer average of 14.61% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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