FGRSX Mutual Fund

FGRSX Mutual Fund

NAV$44.64
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Returns Overview

1 Month
-4.03%
3 Months
-4.62%
6 Months
+4.75%
YTD
+3.11%
1 Year
+9.19%
3 Years (annualized)
+15.41%
5 Years (annualized)
+8.64%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRSX 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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+9.29%
vs Peers
-6.18%

FGRSX Mutual Fund Performance

FGRSX performance across multiple time periods: 1-month -4.03%, YTD 3.11%, 1-year 9.19%, 3-year 15.41%, 5-year 8.64%, 10-year 9.73%.

FGRSX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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