FRGOX Mutual Fund

FRGOX Mutual Fund

NAV$39.23
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Returns Overview

1 Month
+31.71%
3 Months
+6.47%
6 Months
-14.10%
YTD
+15.17%
1 Year
+74.02%
3 Years (annualized)
+60.17%
5 Years (annualized)
+25.92%
10 Years (annualized)
+15.22%

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)
+15.17%
Peer Avg (YTD)
+16.13%
vs Peers
-0.96%

FRGOX Mutual Fund Performance

FRGOX performance across multiple time periods: 1-month 31.71%, YTD 15.17%, 1-year 74.02%, 3-year 60.17%, 5-year 25.92%, 10-year 15.22%.

FRGOX returns trail the peer average of 16.13% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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