FDGLX Mutual Fund

FDGLX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
-2.10%
3 Months
-2.22%
6 Months
+6.83%
YTD
+5.80%
1 Year
+8.93%
3 Years (annualized)
+13.92%
5 Years (annualized)
+6.04%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDGLX 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
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📉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 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+7.09%
vs Peers
-1.28%

FDGLX Mutual Fund Performance

FDGLX performance across multiple time periods: 1-month -2.10%, YTD 5.80%, 1-year 8.93%, 3-year 13.92%, 5-year 6.04%, 10-year 9.04%.

FDGLX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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