FGRMX Mutual Fund

FGRMX Mutual Fund

NAV$8.00
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Returns Overview

1 Month
-0.61%
3 Months
+0.33%
6 Months
+1.18%
YTD
+2.92%
1 Year
+7.03%
3 Years (annualized)
+8.80%
5 Years (annualized)
+3.84%
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
PROUpgrade to run
🏦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)
+2.92%
Peer Avg (YTD)
+0.12%
vs Peers
+2.80%

FGRMX Mutual Fund Performance

FGRMX performance across multiple time periods: 1-month -0.61%, YTD 2.92%, 1-year 7.03%, 3-year 8.80%, 5-year 3.84%, 10-year 4.78%.

FGRMX returns outperform the peer average of 0.12% 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.