FGROX Mutual Fund

NAV$39.12

Returns Overview

1 Month
+10.64%
3 Months
+39.16%
6 Months
+38.29%
YTD
+36.20%
1 Year
+73.13%
3 Years (annualized)
+35.41%
5 Years (annualized)
+20.67%
10 Years (annualized)
+22.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+36.20%
Peer Avg (YTD)
+18.52%
vs Peers
+17.68%

FGROX Mutual Fund Performance

FGROX performance across multiple time periods: 1-month 10.64%, YTD 36.20%, 1-year 73.13%, 3-year 35.41%, 5-year 20.67%, 10-year 22.59%.

FGROX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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