FGRAX Mutual Fund

FGRAX Mutual Fund

NAV$45.21
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Returns Overview

1 Month
-6.53%
3 Months
-1.26%
6 Months
+0.42%
YTD
+3.76%
1 Year
+0.91%
3 Years (annualized)
+18.59%
5 Years (annualized)
+3.73%
10 Years (annualized)
+13.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+4.64%
vs Peers
-0.88%

FGRAX Mutual Fund Performance

FGRAX performance across multiple time periods: 1-month -6.53%, YTD 3.76%, 1-year 0.91%, 3-year 18.59%, 5-year 3.73%, 10-year 13.61%.

FGRAX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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