FIGRX Mutual Fund

NAV$65.06

Returns Overview

1 Month
+1.85%
3 Months
+16.23%
6 Months
+13.83%
YTD
+12.64%
1 Year
+20.87%
3 Years (annualized)
+18.15%
5 Years (annualized)
+7.27%
10 Years (annualized)
+10.03%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.64%
Peer Avg (YTD)
+8.97%
vs Peers
+3.67%

FIGRX Mutual Fund Performance

FIGRX performance across multiple time periods: 1-month 1.85%, YTD 12.64%, 1-year 20.87%, 3-year 18.15%, 5-year 7.27%, 10-year 10.03%.

FIGRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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