FIGRX Mutual Fund

FIGRX Mutual Fund

NAV$63.91
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Returns Overview

1 Month
-2.23%
3 Months
+3.55%
6 Months
+4.52%
YTD
+11.29%
1 Year
+20.78%
3 Years (annualized)
+16.81%
5 Years (annualized)
+6.70%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGRX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.29%
Peer Avg (YTD)
+6.23%
vs Peers
+5.06%

FIGRX Mutual Fund Performance

FIGRX performance across multiple time periods: 1-month -2.23%, YTD 11.29%, 1-year 20.78%, 3-year 16.81%, 5-year 6.70%, 10-year 9.40%.

FIGRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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