FGRAX Mutual Fund

NAV$47.69

Returns Overview

1 Month
+0.41%
3 Months
+20.82%
6 Months
+10.83%
YTD
+10.90%
1 Year
+13.34%
3 Years (annualized)
+18.69%
5 Years (annualized)
+9.14%
10 Years (annualized)
+16.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRAX 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)
+10.90%
Peer Avg (YTD)
+8.97%
vs Peers
+1.93%

FGRAX Mutual Fund Performance

FGRAX performance across multiple time periods: 1-month 0.41%, YTD 10.90%, 1-year 13.34%, 3-year 18.69%, 5-year 9.14%, 10-year 16.82%.

FGRAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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