FRSGX Mutual Fund

FRSGX Mutual Fund

NAV$40.71
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Returns Overview

1 Month
+3.57%
3 Months
+15.00%
6 Months
+10.02%
YTD
+9.26%
1 Year
+8.50%
3 Years (annualized)
+11.54%
5 Years (annualized)
+5.01%
10 Years (annualized)
+18.26%

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)
+9.26%
Peer Avg (YTD)
+18.52%
vs Peers
-9.26%

FRSGX Mutual Fund Performance

FRSGX performance across multiple time periods: 1-month 3.57%, YTD 9.26%, 1-year 8.50%, 3-year 11.54%, 5-year 5.01%, 10-year 18.26%.

FRSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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