FRUGX Mutual Fund

FRUGX Mutual Fund

NAV$5.02
See how much of FRUGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.52%
3 Months
-1.23%
6 Months
-1.47%
YTD
-0.65%
1 Year
+2.58%
3 Years (annualized)
+2.73%
5 Years (annualized)
-0.70%
10 Years (annualized)
+0.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRUGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
-0.65%
Peer Avg (YTD)
+0.12%
vs Peers
-0.77%

FRUGX Mutual Fund Performance

FRUGX performance across multiple time periods: 1-month -1.52%, YTD -0.65%, 1-year 2.58%, 3-year 2.73%, 5-year -0.70%, 10-year 0.15%.

FRUGX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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