FIGKX Mutual Fund

NAV$9.56

Returns Overview

1 Month
+0.14%
3 Months
-0.25%
6 Months
-0.93%
YTD
-0.83%
1 Year
+0.20%
3 Years (annualized)
+2.44%
5 Years (annualized)
-0.84%
10 Years (annualized)
+0.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGKX 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
ICE Bank of America Merrill Lynch 3-5 Year US Treasury Index(^IBML5YTRS)
This Mutual Fund (YTD)
-0.83%
Peer Avg (YTD)
+3.23%
vs Peers
-4.06%

FIGKX Mutual Fund Performance

FIGKX performance across multiple time periods: 1-month 0.14%, YTD -0.83%, 1-year 0.20%, 3-year 2.44%, 5-year -0.84%, 10-year 0.02%.

FIGKX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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