FRRGX Mutual Fund

NAV$7.02

Returns Overview

1 Month
+0.15%
3 Months
+3.65%
6 Months
+2.69%
YTD
+2.40%
1 Year
+7.66%
3 Years (annualized)
+6.42%
5 Years (annualized)
+0.26%
10 Years (annualized)
+0.16%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+2.40%
Peer Avg (YTD)
+0.99%
vs Peers
+1.40%

FRRGX Mutual Fund Performance

FRRGX performance across multiple time periods: 1-month 0.15%, YTD 2.40%, 1-year 7.66%, 3-year 6.42%, 5-year 0.26%, 10-year 0.16%.

FRRGX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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