FRSGX Mutual Fund

FRSGX Mutual Fund

NAV$39.94
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Returns Overview

1 Month
-1.57%
3 Months
-4.86%
6 Months
+9.41%
YTD
+3.95%
1 Year
+1.21%
3 Years (annualized)
+10.02%
5 Years (annualized)
+3.38%
10 Years (annualized)
+17.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRSGX 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)
+3.95%
Peer Avg (YTD)
+10.34%
vs Peers
-6.39%

FRSGX Mutual Fund Performance

FRSGX performance across multiple time periods: 1-month -1.57%, YTD 3.95%, 1-year 1.21%, 3-year 10.02%, 5-year 3.38%, 10-year 17.18%.

FRSGX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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