FGRTX Mutual Fund

FGRTX Mutual Fund

NAV$34.11
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Returns Overview

1 Month
+1.39%
3 Months
+2.80%
6 Months
+7.40%
YTD
+13.49%
1 Year
+22.27%
3 Years (annualized)
+23.34%
5 Years (annualized)
+15.96%
10 Years (annualized)
+16.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.49%
Peer Avg (YTD)
+11.21%
vs Peers
+2.28%

FGRTX Mutual Fund Performance

FGRTX performance across multiple time periods: 1-month 1.39%, YTD 13.49%, 1-year 22.27%, 3-year 23.34%, 5-year 15.96%, 10-year 16.17%.

FGRTX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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