FGRIX Mutual Fund

NAV$77.55

Returns Overview

1 Month
+1.45%
3 Months
+9.59%
6 Months
+9.06%
YTD
+7.72%
1 Year
+19.74%
3 Years (annualized)
+21.41%
5 Years (annualized)
+15.72%
10 Years (annualized)
+15.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGRIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+9.51%
vs Peers
-1.78%

FGRIX Mutual Fund Performance

FGRIX performance across multiple time periods: 1-month 1.45%, YTD 7.72%, 1-year 19.74%, 3-year 21.41%, 5-year 15.72%, 10-year 15.76%.

FGRIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

FGRIX performance comparison shows side-by-side returns with another fund. FGRIX alternatives are available in the Mutual Fund Screener.