FGSRX Mutual Fund

FGSRX Mutual Fund

NAV$142.88
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Returns Overview

1 Month
+0.76%
3 Months
+2.27%
6 Months
+4.83%
YTD
+5.76%
1 Year
+11.41%
3 Years (annualized)
+14.62%
5 Years (annualized)
+7.65%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSRX 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)
+5.76%
Peer Avg (YTD)
+6.23%
vs Peers
-0.47%

FGSRX Mutual Fund Performance

FGSRX performance across multiple time periods: 1-month 0.76%, YTD 5.76%, 1-year 11.41%, 3-year 14.62%, 5-year 7.65%, 10-year 12.80%.

FGSRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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