FGRCX Mutual Fund

FGRCX Mutual Fund

NAV$31.58
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Returns Overview

1 Month
-2.10%
3 Months
-1.84%
6 Months
-0.97%
YTD
+9.18%
1 Year
+11.66%
3 Years (annualized)
+24.38%
5 Years (annualized)
+13.48%
10 Years (annualized)
+14.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+10.80%
vs Peers
-1.62%

FGRCX Mutual Fund Performance

FGRCX performance across multiple time periods: 1-month -2.10%, YTD 9.18%, 1-year 11.66%, 3-year 24.38%, 5-year 13.48%, 10-year 14.61%.

FGRCX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

FGRCX vs another fund shows side-by-side returns. FGRCX alternatives are available in the Mutual Fund Screener.