FGSRX Mutual Fund

FGSRX Mutual Fund

NAV$146.28
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Returns Overview

1 Month
+2.03%
3 Months
+1.38%
6 Months
+8.17%
YTD
+7.91%
1 Year
+12.57%
3 Years (annualized)
+15.89%
5 Years (annualized)
+7.31%
10 Years (annualized)
+13.70%

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)
+7.91%
Peer Avg (YTD)
+8.51%
vs Peers
-0.60%

FGSRX Mutual Fund Performance

FGSRX performance across multiple time periods: 1-month 2.03%, YTD 7.91%, 1-year 12.57%, 3-year 15.89%, 5-year 7.31%, 10-year 13.70%.

FGSRX returns trail the peer average of 8.51% 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.