FRRGX Mutual Fund

FRRGX Mutual Fund

NAV$6.84
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Returns Overview

1 Month
-0.15%
3 Months
-0.19%
6 Months
+1.29%
YTD
+3.74%
1 Year
+6.47%
3 Years (annualized)
+8.99%
5 Years (annualized)
+1.16%
10 Years (annualized)
+0.40%

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)
+3.74%
Peer Avg (YTD)
-0.97%
vs Peers
+4.71%

FRRGX Mutual Fund Performance

FRRGX performance across multiple time periods: 1-month -0.15%, YTD 3.74%, 1-year 6.47%, 3-year 8.99%, 5-year 1.16%, 10-year 0.40%.

FRRGX returns outperform the peer average of -0.97% 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.