FGETX Mutual Fund

NAV$27.53

Returns Overview

1 Month
+2.74%
3 Months
+22.44%
6 Months
+15.42%
YTD
+14.29%
1 Year
+40.15%
3 Years (annualized)
+29.67%
5 Years (annualized)
+17.87%
10 Years (annualized)
+15.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGETX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+8.97%
vs Peers
+5.32%

FGETX Mutual Fund Performance

FGETX performance across multiple time periods: 1-month 2.74%, YTD 14.29%, 1-year 40.15%, 3-year 29.67%, 5-year 17.87%, 10-year 15.46%.

FGETX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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