FKGLX Mutual Fund

FKGLX Mutual Fund

NAV$20.21
See how much of FKGLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
+2.51%
6 Months
+6.63%
YTD
+9.16%
1 Year
+19.17%
3 Years (annualized)
+16.40%
5 Years (annualized)
+8.82%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKGLX 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
Fidelity Freedom 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+6.99%
vs Peers
+2.17%

FKGLX Mutual Fund Performance

FKGLX performance across multiple time periods: 1-month -1.55%, YTD 9.16%, 1-year 19.17%, 3-year 16.40%, 5-year 8.82%, 10-year 11.45%.

FKGLX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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