FRGOX Mutual Fund

FRGOX Mutual Fund

NAV$40.93
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Returns Overview

1 Month
-16.98%
3 Months
-15.10%
6 Months
-10.42%
YTD
-10.19%
1 Year
+59.91%
3 Years (annualized)
+45.93%
5 Years (annualized)
+19.10%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRGOX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-10.19%
Peer Avg (YTD)
-2.18%
vs Peers
-8.00%

FRGOX Mutual Fund Performance

FRGOX performance across multiple time periods: 1-month -16.98%, YTD -10.19%, 1-year 59.91%, 3-year 45.93%, 5-year 19.10%, 10-year 11.82%.

FRGOX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

FRGOX performance comparison shows side-by-side returns with another fund. FRGOX alternatives are available in the Mutual Fund Screener.