FKGRX Mutual Fund

FKGRX Mutual Fund

NAV$144.43
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Returns Overview

1 Month
-1.43%
3 Months
+0.94%
6 Months
+3.29%
YTD
+6.90%
1 Year
+5.64%
3 Years (annualized)
+19.18%
5 Years (annualized)
+7.15%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKGRX 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)
+6.90%
Peer Avg (YTD)
+4.64%
vs Peers
+2.26%

FKGRX Mutual Fund Performance

FKGRX performance across multiple time periods: 1-month -1.43%, YTD 6.90%, 1-year 5.64%, 3-year 19.18%, 5-year 7.15%, 10-year 14.10%.

FKGRX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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