FMAGX Mutual Fund

NAV$15.87

Returns Overview

1 Month
+0.32%
3 Months
+16.49%
6 Months
+7.69%
YTD
+7.40%
1 Year
+7.43%
3 Years (annualized)
+18.43%
5 Years (annualized)
+11.79%
10 Years (annualized)
+15.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMAGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.40%
Peer Avg (YTD)
+8.97%
vs Peers
-1.57%

FMAGX Mutual Fund Performance

FMAGX performance across multiple time periods: 1-month 0.32%, YTD 7.40%, 1-year 7.43%, 3-year 18.43%, 5-year 11.79%, 10-year 15.60%.

FMAGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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