FOGLX Mutual Fund

FOGLX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
-1.32%
3 Months
+0.91%
6 Months
+3.53%
YTD
+5.02%
1 Year
+11.64%
3 Years (annualized)
+10.45%
5 Years (annualized)
+4.58%
10 Years (annualized)
+7.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOGLX 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 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+6.99%
vs Peers
-1.97%

FOGLX Mutual Fund Performance

FOGLX performance across multiple time periods: 1-month -1.32%, YTD 5.02%, 1-year 11.64%, 3-year 10.45%, 5-year 4.58%, 10-year 7.25%.

FOGLX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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