FIGKX Mutual Fund

FIGKX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
+0.16%
3 Months
-0.39%
6 Months
-2.26%
YTD
-1.36%
1 Year
-0.79%
3 Years (annualized)
+2.23%
5 Years (annualized)
-0.99%
10 Years (annualized)
+0.05%

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
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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
ICE Bank of America Merrill Lynch 3-5 Year US Treasury Index(^IBML5YTRS)
This Mutual Fund (YTD)
-1.36%
Peer Avg (YTD)
+2.15%
vs Peers
-3.51%

FIGKX Mutual Fund Performance

FIGKX performance across multiple time periods: 1-month 0.16%, YTD -1.36%, 1-year -0.79%, 3-year 2.23%, 5-year -0.99%, 10-year 0.05%.

FIGKX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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