FGFRX Mutual Fund

NAV$47.31

Returns Overview

1 Month
+1.14%
3 Months
+9.70%
6 Months
+7.84%
YTD
+6.81%
1 Year
+16.82%
3 Years (annualized)
+14.17%
5 Years (annualized)
+8.58%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGFRX 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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+9.13%
vs Peers
-2.32%

FGFRX Mutual Fund Performance

FGFRX performance across multiple time periods: 1-month 1.14%, YTD 6.81%, 1-year 16.82%, 3-year 14.17%, 5-year 8.58%, 10-year 9.97%.

FGFRX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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