FGRCX Mutual Fund

FGRCX Mutual Fund

NAV$32.89
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Returns Overview

1 Month
-1.04%
3 Months
+1.99%
6 Months
+14.24%
YTD
+10.19%
1 Year
+17.67%
3 Years (annualized)
+24.19%
5 Years (annualized)
+15.95%
10 Years (annualized)
+15.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRCX 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)
+10.19%
Peer Avg (YTD)
+9.98%
vs Peers
+0.21%

FGRCX Mutual Fund Performance

FGRCX performance across multiple time periods: 1-month -1.04%, YTD 10.19%, 1-year 17.67%, 3-year 24.19%, 5-year 15.95%, 10-year 15.86%.

FGRCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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