FIGLX Mutual Fund

FIGLX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
-1.14%
3 Months
+0.78%
6 Months
+3.12%
YTD
+4.43%
1 Year
+10.17%
3 Years (annualized)
+9.35%
5 Years (annualized)
+4.00%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGLX 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
Fidelity Freedom 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+6.99%
vs Peers
-2.57%

FIGLX Mutual Fund Performance

FIGLX performance across multiple time periods: 1-month -1.14%, YTD 4.43%, 1-year 10.17%, 3-year 9.35%, 5-year 4.00%, 10-year 6.45%.

FIGLX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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