FTGRX Mutual Fund

NAV$35.22

Returns Overview

1 Month
-0.50%
3 Months
+12.16%
6 Months
+9.64%
YTD
+8.30%
1 Year
+27.77%
3 Years (annualized)
+24.46%
5 Years (annualized)
+16.14%
10 Years (annualized)
+16.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTGRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.30%
Peer Avg (YTD)
+9.51%
vs Peers
-1.21%

FTGRX Mutual Fund Performance

FTGRX performance across multiple time periods: 1-month -0.50%, YTD 8.30%, 1-year 27.77%, 3-year 24.46%, 5-year 16.14%, 10-year 16.42%.

FTGRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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