FMGIX Mutual Fund

NAV$13.92

Returns Overview

1 Month
-1.42%
3 Months
-1.21%
6 Months
+2.96%
YTD
+6.58%
1 Year
+13.63%
3 Years (annualized)
+11.86%
5 Years (annualized)
+7.70%
10 Years (annualized)
+7.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMGIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+10.15%
vs Peers
-3.56%

FMGIX Mutual Fund Performance

FMGIX performance across multiple time periods: 1-month -1.42%, YTD 6.58%, 1-year 13.63%, 3-year 11.86%, 5-year 7.70%, 10-year 7.26%.

FMGIX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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