FRUGX Mutual Fund

NAV$5.00

Returns Overview

1 Month
+0.05%
3 Months
+0.15%
6 Months
+0.69%
YTD
+0.89%
1 Year
+3.80%
3 Years (annualized)
+3.19%
5 Years (annualized)
-0.36%
10 Years (annualized)
+0.29%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+3.23%
vs Peers
-2.34%

FRUGX Mutual Fund Performance

FRUGX performance across multiple time periods: 1-month 0.05%, YTD 0.89%, 1-year 3.80%, 3-year 3.19%, 5-year -0.36%, 10-year 0.29%.

FRUGX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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