FRSGX Mutual Fund

FRSGX Mutual Fund

NAV$36.42
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Returns Overview

1 Month
-4.13%
3 Months
-4.18%
6 Months
-2.12%
YTD
-0.35%
1 Year
-2.24%
3 Years (annualized)
+12.03%
5 Years (annualized)
-1.90%
10 Years (annualized)
+10.02%

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
PROUpgrade to run
🏦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)
-0.35%
Peer Avg (YTD)
+12.21%
vs Peers
-12.56%

FRSGX Mutual Fund Performance

FRSGX performance across multiple time periods: 1-month -4.13%, YTD -0.35%, 1-year -2.24%, 3-year 12.03%, 5-year -1.90%, 10-year 10.02%.

FRSGX returns trail the peer average of 12.21% 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.