FRSGX Mutual Fund

FRSGX Mutual Fund

NAV$39.65
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Returns Overview

1 Month
-4.81%
3 Months
+2.15%
6 Months
+4.34%
YTD
+4.00%
1 Year
+1.29%
3 Years (annualized)
+8.57%
5 Years (annualized)
-0.04%
10 Years (annualized)
+10.12%

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)
+4.00%
Peer Avg (YTD)
+15.31%
vs Peers
-11.31%

FRSGX Mutual Fund Performance

FRSGX performance across multiple time periods: 1-month -4.81%, YTD 4.00%, 1-year 1.29%, 3-year 8.57%, 5-year -0.04%, 10-year 10.12%.

FRSGX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.84%, 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.