FKGRX Mutual Fund

FKGRX Mutual Fund

NAV$146.16
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Returns Overview

1 Month
+0.78%
3 Months
+2.33%
6 Months
+4.97%
YTD
+5.91%
1 Year
+11.68%
3 Years (annualized)
+14.91%
5 Years (annualized)
+7.91%
10 Years (annualized)
+13.78%

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)
+5.91%
Peer Avg (YTD)
+6.23%
vs Peers
-0.32%

FKGRX Mutual Fund Performance

FKGRX performance across multiple time periods: 1-month 0.78%, YTD 5.91%, 1-year 11.68%, 3-year 14.91%, 5-year 7.91%, 10-year 13.78%.

FKGRX returns trail the peer average of 6.23% 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.