FGKMX Mutual Fund

NAV$140.15

Returns Overview

1 Month
-4.14%
3 Months
+23.85%
6 Months
+14.54%
YTD
+14.17%
1 Year
+41.17%
3 Years (annualized)
+36.18%
5 Years (annualized)
+15.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGKMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+14.17%
Peer Avg (YTD)
+6.08%
vs Peers
+8.09%

FGKMX Mutual Fund Performance

FGKMX performance across multiple time periods: 1-month -4.14%, YTD 14.17%, 1-year 41.17%, 3-year 36.18%, 5-year 15.70%.

FGKMX returns outperform the peer average of 6.08% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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