FRGOX Mutual Fund

FRGOX Mutual Fund

NAV$39.01
See how much of FRGOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.18%
3 Months
+15.18%
6 Months
-2.21%
YTD
+3.45%
1 Year
+26.76%
3 Years (annualized)
+60.17%
5 Years (annualized)
+25.92%
10 Years (annualized)
+15.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRGOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+7.76%
vs Peers
-4.31%

FRGOX Mutual Fund Performance

FRGOX performance across multiple time periods: 1-month -10.18%, YTD 3.45%, 1-year 26.76%, 3-year 60.17%, 5-year 25.92%, 10-year 15.22%.

FRGOX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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