FIGTX Mutual Fund

FIGTX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
+1.50%
3 Months
-0.12%
6 Months
-0.95%
YTD
-1.48%
1 Year
-1.08%
3 Years (annualized)
+2.62%
5 Years (annualized)
-0.71%
10 Years (annualized)
+0.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGTX 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

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)
-1.48%
Peer Avg (YTD)
+1.93%
vs Peers
-3.41%

FIGTX Mutual Fund Performance

FIGTX performance across multiple time periods: 1-month 1.50%, YTD -1.48%, 1-year -1.08%, 3-year 2.62%, 5-year -0.71%, 10-year 0.35%.

FIGTX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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