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Growth Allocation (FRGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.460.00 (0.00%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.52%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (15 May 2024)17.57%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return17.57%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRGAXCategory
YTD2.14%11.35%
1-month-3.28%0.99%
3-month2.03%5.92%
1-year12.29%32.83%
3-year0.00%11.75%
5-year0.00%11.53%
10-year0.00%8.98%
Last bull market19.11%17.67%
Last bear market-12.41%-15.71%

Annual total return (%) history

Year
FRGAXCategory
2024
N/AN/A
2023
17.57%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.60%N/AN/AN/A
20235.88%4.33%-3.19%9.94%
2022-12.41%-5.50%7.12%N/A

Rank in category (by total return)

YTD72
1-month25
3-month79
1-year53
3-yearN/A
5-yearN/A

Load adjusted returns

1-year12.29%
3-yearN/A
5-yearN/A
10-yearN/A