FRGSX Mutual Fund

FRGSX Mutual Fund

NAV$117.71
See how much of FRGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
+3.01%
6 Months
+14.85%
YTD
+7.85%
1 Year
+9.74%
3 Years (annualized)
+18.69%
5 Years (annualized)
+12.99%
10 Years (annualized)
+18.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRGSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+8.68%
vs Peers
-0.83%

FRGSX Mutual Fund Performance

FRGSX performance across multiple time periods: 1-month 0.29%, YTD 7.85%, 1-year 9.74%, 3-year 18.69%, 5-year 12.99%, 10-year 18.40%.

FRGSX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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