FGRIX Mutual Fund

FGRIX Mutual Fund

NAV$69.71
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Returns Overview

1 Month
-9.68%
3 Months
-6.88%
6 Months
+2.05%
YTD
+0.31%
1 Year
+5.32%
3 Years (annualized)
+22.23%
5 Years (annualized)
+16.18%
10 Years (annualized)
+15.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRIX 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)
+0.31%
Peer Avg (YTD)
+9.98%
vs Peers
-9.67%

FGRIX Mutual Fund Performance

FGRIX performance across multiple time periods: 1-month -9.68%, YTD 0.31%, 1-year 5.32%, 3-year 22.23%, 5-year 16.18%, 10-year 15.38%.

FGRIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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