FIGKX Mutual Fund

FIGKX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
+1.39%
3 Months
-0.32%
6 Months
-1.28%
YTD
-1.83%
1 Year
-1.60%
3 Years (annualized)
+2.06%
5 Years (annualized)
-1.24%
10 Years (annualized)
-0.24%

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)
-1.83%
Peer Avg (YTD)
+1.93%
vs Peers
-3.76%

FIGKX Mutual Fund Performance

FIGKX performance across multiple time periods: 1-month 1.39%, YTD -1.83%, 1-year -1.60%, 3-year 2.06%, 5-year -1.24%, 10-year -0.24%.

FIGKX returns trail the peer average of 1.93% 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.