FGROX Mutual Fund

FGROX Mutual Fund

NAV$29.20
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Returns Overview

1 Month
-10.55%
3 Months
+5.02%
6 Months
+17.12%
YTD
+23.70%
1 Year
+49.63%
3 Years (annualized)
+24.99%
5 Years (annualized)
+11.76%
10 Years (annualized)
+14.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGROX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+23.70%
Peer Avg (YTD)
+15.31%
vs Peers
+8.39%

FGROX Mutual Fund Performance

FGROX performance across multiple time periods: 1-month -10.55%, YTD 23.70%, 1-year 49.63%, 3-year 24.99%, 5-year 11.76%, 10-year 14.91%.

FGROX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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