FRUGX Mutual Fund

FRUGX Mutual Fund

NAV$4.86
See how much of FRUGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.34%
3 Months
-4.39%
6 Months
-4.24%
YTD
-3.53%
1 Year
-2.64%
3 Years (annualized)
+3.15%
5 Years (annualized)
-0.56%
10 Years (annualized)
+0.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRUGX 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
Bloomberg Barclays US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
-3.53%
Peer Avg (YTD)
+0.50%
vs Peers
-4.03%

FRUGX Mutual Fund Performance

FRUGX performance across multiple time periods: 1-month -3.34%, YTD -3.53%, 1-year -2.64%, 3-year 3.15%, 5-year -0.56%, 10-year 0.17%.

FRUGX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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