FGRIX Mutual Fund

FGRIX Mutual Fund

NAV$69.15
See how much of FGRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.07%
3 Months
+4.86%
6 Months
+8.17%
YTD
+11.33%
1 Year
+19.74%
3 Years (annualized)
+19.50%
5 Years (annualized)
+14.45%
10 Years (annualized)
+14.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+9.41%
vs Peers
+1.92%

FGRIX Mutual Fund Performance

FGRIX performance across multiple time periods: 1-month 2.07%, YTD 11.33%, 1-year 19.74%, 3-year 19.50%, 5-year 14.45%, 10-year 14.37%.

FGRIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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