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Australia markets closed
ALL ORDS
8,082.30
-67.80
(-0.83%)
ASX 200
7,814.40
-66.90
(-0.85%)
AUD/USD
0.6695
+0.0015
(+0.22%)
OIL
80.00
+0.77
(+0.97%)
GOLD
2,419.80
+34.30
(+1.44%)
Bitcoin AUD
99,598.41
+2,290.47
(+2.35%)
Growth Allocation (FRGAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.46
0.00
(0.00%)
At close: 06:05PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.52%
5-year average return
0.00%
Number of years up
1
Number of years down
N/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 return
17.57%
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FRGAX
Category
YTD
2.14%
11.35%
1-month
-3.28%
0.99%
3-month
2.03%
5.92%
1-year
12.29%
32.83%
3-year
0.00%
11.75%
5-year
0.00%
11.53%
10-year
0.00%
8.98%
Last bull market
19.11%
17.67%
Last bear market
-12.41%
-15.71%
Annual total return (%) history
Year
FRGAX
Category
2024
N/A
N/A
2023
17.57%
N/A
2022
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.60%
N/A
N/A
N/A
2023
5.88%
4.33%
-3.19%
9.94%
2022
-12.41%
-5.50%
7.12%
N/A
Rank in category (by total return)
YTD
72
1-month
25
3-month
79
1-year
53
3-year
N/A
5-year
N/A
Load adjusted returns
1-year
12.29%
3-year
N/A
5-year
N/A
10-year
N/A
Data disclaimer
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