FGRTX Mutual Fund

FGRTX Mutual Fund

NAV$34.43
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Returns Overview

1 Month
+1.83%
3 Months
+4.01%
6 Months
+8.60%
YTD
+11.94%
1 Year
+22.93%
3 Years (annualized)
+22.81%
5 Years (annualized)
+16.39%
10 Years (annualized)
+16.21%

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)
+11.94%
Peer Avg (YTD)
+9.41%
vs Peers
+2.53%

FGRTX Mutual Fund Performance

FGRTX performance across multiple time periods: 1-month 1.83%, YTD 11.94%, 1-year 22.93%, 3-year 22.81%, 5-year 16.39%, 10-year 16.21%.

FGRTX returns outperform the peer average of 9.41% 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.