Performance analysis of Fundamental Global (FGNXP)
Annual Return
Over the past 3 years, FGNXP has had an average annual return of +29.10%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FGNXP has had an average annual return of +11.26%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Feb 28, 2018, FGNXP has had an average annual return of +10.32%, underperforming the benchmark SPY, which returned +14.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.69% | +54.73% | +11.04% | -11.78% | -8.47% | +11.12% | -5.08% | +52.19% | -16.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.47% | -8.56% | +11.85% | -0.04% | -0.60% | +3.03% | +0.60% | +22.69% | |||||
| 2025 | +3.56% | +10.09% | -8.26% | +6.50% | +2.87% | -0.37% | +12.11% | +9.44% | -2.14% | -2.46% | +7.89% | +7.27% | +54.73% |
| 2024 | +9.02% | +13.20% | -4.26% | +3.39% | -10.96% | -8.15% | +1.63% | +3.93% | -3.47% | -0.32% | +27.41% | -14.17% | +11.04% |
| 2023 | +4.38% | -3.57% | -9.95% | -21.20% | +7.21% | -1.10% | +14.70% | -5.84% | +13.27% | -25.78% | +18.95% | +7.86% | -11.78% |
| 2022 | -12.91% | +9.41% | -6.21% | -1.22% | -6.78% | -16.40% | +6.56% | -6.80% | +24.03% | -9.69% | +13.05% | +5.78% | -8.47% |
| 2021 | +1.81% | +5.89% | +3.48% | -2.19% | -2.09% | +1.99% | +1.07% | +2.12% | -0.38% | +0.14% | +2.50% | -3.38% | +11.12% |
| 2020 | -1.51% | -2.48% | -7.05% | -6.32% | +9.26% | +6.26% | -3.59% | +4.55% | -1.25% | -4.82% | +8.34% | -4.76% | -5.08% |
| 2019 | +16.32% | +9.67% | -0.43% | +3.20% | +4.04% | -2.38% | +3.77% | +0.68% | +1.83% | -2.26% | +4.49% | +5.22% | +52.19% |
| 2018 | +0% | +0.22% | -0.40% | +7.26% | -0.44% | +0.24% | +1.36% | -1.40% | -1.08% | +0.71% | -21.51% | -16.49% |
Drawdown analysis of Fundamental Global (FGNXP)
The maximum drawdown for the FGNXP was -44.46%, occurring on May 18, 2023. Recovery took 384 trading sessions.
The current FGNXP drawdown is -2.32%.
Since Feb 28, 2018 FGNXP has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.46% | Nov 30, 2021 | 368 | May 18, 2023 | 384 | Nov 26, 2024 | 752 |
| -34.88% | Aug 13, 2018 | 91 | Dec 21, 2018 | 90 | May 3, 2019 | 181 |
| -24.41% | Dec 26, 2019 | 76 | Apr 16, 2020 | 233 | Mar 19, 2021 | 309 |
| -18.20% | Feb 2, 2026 | 24 | Mar 9, 2026 | 4 | Mar 13, 2026 | 28 |
| -17.99% | Aug 22, 2025 | 22 | Sep 24, 2025 | 61 | Dec 19, 2025 | 83 |
| -16.67% | Nov 29, 2024 | 22 | Jan 2, 2025 | 4 | Jan 8, 2025 | 26 |
| -15.80% | Jan 8, 2025 | 63 | Apr 10, 2025 | 68 | Jul 21, 2025 | 131 |
| -9.52% | Apr 24, 2026 | 26 | Jun 2, 2026 | 16 | Jun 25, 2026 | 42 |
| -8.85% | Jul 21, 2025 | 3 | Jul 24, 2025 | 4 | Jul 30, 2025 | 7 |
| -7.55% | Jul 30, 2025 | 2 | Aug 1, 2025 | 6 | Aug 11, 2025 | 8 |
| -5.69% | Mar 31, 2021 | 34 | May 19, 2021 | 72 | Aug 31, 2021 | 106 |
| -4.81% | Jun 5, 2019 | 7 | Jun 14, 2019 | 33 | Aug 1, 2019 | 40 |
| -4.65% | Jan 8, 2026 | 2 | Jan 12, 2026 | 1 | Jan 13, 2026 | 3 |
| -4.17% | May 7, 2018 | 7 | May 16, 2018 | 12 | Jun 4, 2018 | 19 |
| -3.84% | Jun 4, 2018 | 32 | Jul 19, 2018 | 17 | Aug 13, 2018 | 49 |
| -3.78% | Aug 13, 2019 | 15 | Sep 4, 2019 | 58 | Nov 25, 2019 | 73 |
| -3.63% | Jan 13, 2026 | 4 | Jan 20, 2026 | 3 | Jan 23, 2026 | 7 |
| -3.33% | Dec 2, 2019 | 1 | Dec 3, 2019 | 3 | Dec 6, 2019 | 4 |
| -3.25% | Jul 1, 2026 | 5 | Jul 9, 2026 | Ongoing | Ongoing | Ongoing |
| -3.20% | Mar 9, 2018 | 10 | Mar 23, 2018 | 19 | Apr 20, 2018 | 29 |
| -2.70% | Mar 26, 2026 | 9 | Apr 9, 2026 | 7 | Apr 20, 2026 | 16 |
| -2.59% | Jan 23, 2026 | 1 | Jan 26, 2026 | 2 | Jan 28, 2026 | 3 |
| -2.52% | Jun 25, 2026 | 3 | Jun 30, 2026 | 1 | Jul 1, 2026 | 4 |
| -2.37% | Apr 20, 2018 | 6 | Apr 30, 2018 | 2 | May 2, 2018 | 8 |
| -2.36% | Apr 20, 2026 | 3 | Apr 23, 2026 | 1 | Apr 24, 2026 | 4 |