FGEMX Mutual Fund

NAV$137.27

Returns Overview

1 Month
-4.19%
3 Months
+23.82%
6 Months
+14.33%
YTD
+13.97%
1 Year
+40.07%
3 Years (annualized)
+35.15%
5 Years (annualized)
+14.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGEMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+13.97%
Peer Avg (YTD)
+6.08%
vs Peers
+7.89%

FGEMX Mutual Fund Performance

FGEMX performance across multiple time periods: 1-month -4.19%, YTD 13.97%, 1-year 40.07%, 3-year 35.15%, 5-year 14.87%.

FGEMX returns outperform the peer average of 6.08% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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