FGRMX Mutual Fund

FGRMX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
+0.75%
3 Months
+0.11%
6 Months
+1.69%
YTD
+3.69%
1 Year
+6.11%
3 Years (annualized)
+8.20%
5 Years (annualized)
+3.18%
10 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRMX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+2.15%
vs Peers
+1.54%

FGRMX Mutual Fund Performance

FGRMX performance across multiple time periods: 1-month 0.75%, YTD 3.69%, 1-year 6.11%, 3-year 8.20%, 5-year 3.18%, 10-year 4.78%.

FGRMX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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