FRRGX Mutual Fund

FRRGX Mutual Fund

NAV$7.05
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Returns Overview

1 Month
+1.51%
3 Months
+1.49%
6 Months
+1.18%
YTD
+3.94%
1 Year
+10.90%
3 Years (annualized)
+5.99%
5 Years (annualized)
+0.77%
10 Years (annualized)
+0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRRGX 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
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+0.25%
vs Peers
+3.69%

FRRGX Mutual Fund Performance

FRRGX performance across multiple time periods: 1-month 1.51%, YTD 3.94%, 1-year 10.90%, 3-year 5.99%, 5-year 0.77%, 10-year 0.36%.

FRRGX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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