FDGLX Mutual Fund

NAV$16.29

Returns Overview

1 Month
+0.87%
3 Months
+9.26%
6 Months
+8.84%
YTD
+8.21%
1 Year
+16.75%
3 Years (annualized)
+14.01%
5 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGLX 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
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+7.64%
vs Peers
+0.57%

FDGLX Mutual Fund Performance

FDGLX performance across multiple time periods: 1-month 0.87%, YTD 8.21%, 1-year 16.75%, 3-year 14.01%, 5-year 7.77%.

FDGLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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