FGSRX Mutual Fund

FGSRX Mutual Fund

NAV$141.12
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Returns Overview

1 Month
-1.46%
3 Months
+0.87%
6 Months
+3.16%
YTD
+6.68%
1 Year
+5.38%
3 Years (annualized)
+18.88%
5 Years (annualized)
+6.88%
10 Years (annualized)
+13.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSRX 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)
+6.68%
Peer Avg (YTD)
+5.14%
vs Peers
+1.54%

FGSRX Mutual Fund Performance

FGSRX performance across multiple time periods: 1-month -1.46%, YTD 6.68%, 1-year 5.38%, 3-year 18.88%, 5-year 6.88%, 10-year 13.81%.

FGSRX returns outperform the peer average of 5.14% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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