FRGSX Mutual Fund

FRGSX Mutual Fund

NAV$116.79
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Returns Overview

1 Month
+1.99%
3 Months
+1.25%
6 Months
+7.89%
YTD
+7.55%
1 Year
+12.00%
3 Years (annualized)
+18.69%
5 Years (annualized)
+12.99%
10 Years (annualized)
+18.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRGSX 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)
+7.55%
Peer Avg (YTD)
+8.51%
vs Peers
-0.96%

FRGSX Mutual Fund Performance

FRGSX performance across multiple time periods: 1-month 1.99%, YTD 7.55%, 1-year 12.00%, 3-year 18.69%, 5-year 12.99%, 10-year 18.40%.

FRGSX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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