FGRSX Mutual Fund

NAV$48.22

Returns Overview

1 Month
+1.17%
3 Months
+9.82%
6 Months
+8.10%
YTD
+8.10%
1 Year
+16.87%
3 Years (annualized)
+14.72%
5 Years (annualized)
+9.11%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRSX 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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+8.10%
Peer Avg (YTD)
+9.13%
vs Peers
-1.03%

FGRSX Mutual Fund Performance

FGRSX performance across multiple time periods: 1-month 1.17%, YTD 8.10%, 1-year 16.87%, 3-year 14.72%, 5-year 9.11%, 10-year 10.51%.

FGRSX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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