FSGEX Mutual Fund

NAV$20.53

Returns Overview

1 Month
-1.58%
3 Months
+2.91%
6 Months
+4.64%
YTD
+10.85%
1 Year
+28.54%
3 Years (annualized)
+19.15%
5 Years (annualized)
+9.07%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSGEX 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 ACWI ex US Index
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+9.13%
vs Peers
+1.72%

FSGEX Mutual Fund Performance

FSGEX performance across multiple time periods: 1-month -1.58%, YTD 10.85%, 1-year 28.54%, 3-year 19.15%, 5-year 9.07%, 10-year 10.04%.

FSGEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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