FKGRX Mutual Fund

FKGRX Mutual Fund

NAV$150.50
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Returns Overview

1 Month
+2.05%
3 Months
+1.44%
6 Months
+8.30%
YTD
+8.09%
1 Year
+12.85%
3 Years (annualized)
+13.88%
5 Years (annualized)
+10.05%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKGRX 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)
+8.09%
Peer Avg (YTD)
+8.51%
vs Peers
-0.42%

FKGRX Mutual Fund Performance

FKGRX performance across multiple time periods: 1-month 2.05%, YTD 8.09%, 1-year 12.85%, 3-year 13.88%, 5-year 10.05%, 10-year 15.28%.

FKGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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