FSGRX Mutual Fund

FSGRX Mutual Fund

NAV$25.10
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Returns Overview

1 Month
+1.15%
3 Months
-4.25%
6 Months
+1.11%
YTD
+6.56%
1 Year
+12.71%
3 Years (annualized)
+17.87%
5 Years (annualized)
+1.51%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSGRX 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)
+6.56%
Peer Avg (YTD)
+12.21%
vs Peers
-5.65%

FSGRX Mutual Fund Performance

FSGRX performance across multiple time periods: 1-month 1.15%, YTD 6.56%, 1-year 12.71%, 3-year 17.87%, 5-year 1.51%, 10-year 10.61%.

FSGRX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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