FRGSX Mutual Fund

NAV$117.49
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Returns Overview

1 Month
-1.43%
3 Months
+11.49%
6 Months
+5.08%
YTD
+4.70%
1 Year
+12.74%
3 Years (annualized)
+18.12%
5 Years (annualized)
+13.84%
10 Years (annualized)
+18.63%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+8.97%
vs Peers
-4.27%

FRGSX Mutual Fund Performance

FRGSX performance across multiple time periods: 1-month -1.43%, YTD 4.70%, 1-year 12.74%, 3-year 18.12%, 5-year 13.84%, 10-year 18.63%.

FRGSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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