FVGLX Mutual Fund

FVGLX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
-1.60%
3 Months
+2.93%
6 Months
+7.52%
YTD
+10.32%
1 Year
+21.29%
3 Years (annualized)
+17.51%
5 Years (annualized)
+9.62%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVGLX 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 2050 Composite Index
This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+6.99%
vs Peers
+3.32%

FVGLX Mutual Fund Performance

FVGLX performance across multiple time periods: 1-month -1.60%, YTD 10.32%, 1-year 21.29%, 3-year 17.51%, 5-year 9.62%, 10-year 11.84%.

FVGLX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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