All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FSAGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FSAGX real return snapshot: after CPI-U inflation, FSAGX returned +9.22% over the past year and −6.56% YTD, with dividends reinvested. Since May 15, 1986, FSAGX is up +377.09% in real purchasing-power return, or +3.94%/yr, and is currently −31.00% below its real total-return high on Feb. 27, 2026.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Thu 1986-05-15💬 to Fri 2026-10-23 Overall
Return 		Exponential
Trendline
FSAGX × 		+377.09%
+3.94%/yr 		+2.46%/yr
R2=0.354
Gold Portfolio Mutual Fund

Growth of $10,000 Summary

Thu 1986-05-15💬 to Fri 2026-10-23 Start
Value 		End
Value
FSAGX × 		$10,000.00
1986-05-15 		$47,708.93
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
FSAGX × 		−6.56% +9.22%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FSAGX × 		−31.00%
on 2026-10-23
from 2026-02-27 peak 		−78.19%
on 2016-01-19
from 2011-09-08 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
FSAGX × 		+9.22% +82.08%
+34.94%/yr 		+161.54%
+37.78%/yr 		+88.20%
+13.48%/yr 		+109.37%
+7.67%/yr

Annual Returns

Year FSAGX
2026 (YTD) −6.56%
2025 +136.72%
2024 +11.75%
2023 −3.59%
2022 −18.72%
2021 −16.33%
2020 +25.13%
2019 +32.47%
2018 −14.63%
2017 +6.38%
2016 +44.33%
2015 −18.48%
2014 −9.20%
2013 −52.13%
2012 −13.92%
2011 −18.62%
2010 +34.15%
2009 +34.38%
2008 −20.56%
2007 +21.30%
2006 +23.96%
2005 +37.29%
2004 −12.63%
2003 +29.86%
2002 +60.47%
2001 +23.09%
2000 −20.74%
1999 +5.53%
1998 −10.09%
1997 −40.21%
1996 +16.06%
1995 +8.44%
1994 −17.66%
1993 +73.90%
1992 −7.25%
1991 −8.94%
1990 −21.57%
1989 +16.64%
1988 −16.15%
1987 +34.54%
1986 +16.67%