FGROX Mutual Fund

FGROX Mutual Fund

NAV$27.22
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Returns Overview

1 Month
-3.45%
3 Months
-14.87%
6 Months
+18.47%
YTD
+15.95%
1 Year
+24.91%
3 Years (annualized)
+29.37%
5 Years (annualized)
+17.39%
10 Years (annualized)
+20.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGROX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+10.34%
vs Peers
+5.60%

FGROX Mutual Fund Performance

FGROX performance across multiple time periods: 1-month -3.45%, YTD 15.95%, 1-year 24.91%, 3-year 29.37%, 5-year 17.39%, 10-year 20.20%.

FGROX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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