FDGLX Mutual Fund

FDGLX Mutual Fund

NAV$16.29
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Returns Overview

1 Month
-1.60%
3 Months
+1.51%
6 Months
+4.59%
YTD
+6.47%
1 Year
+14.42%
3 Years (annualized)
+12.57%
5 Years (annualized)
+6.06%
10 Years (annualized)
+9.04%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+6.99%
vs Peers
-0.52%

FDGLX Mutual Fund Performance

FDGLX performance across multiple time periods: 1-month -1.60%, YTD 6.47%, 1-year 14.42%, 3-year 12.57%, 5-year 6.06%, 10-year 9.04%.

FDGLX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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