FIGDX Mutual Fund

FIGDX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
-2.78%
3 Months
-5.51%
6 Months
-3.46%
YTD
-4.29%
1 Year
-3.05%
3 Years (annualized)
+3.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGDX 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

This Mutual Fund (YTD)
-4.29%
Peer Avg (YTD)
-0.59%
vs Peers
-3.70%

FIGDX Mutual Fund Performance

FIGDX performance across multiple time periods: 1-month -2.78%, YTD -4.29%, 1-year -3.05%, 3-year 3.47%.

FIGDX returns trail the peer average of -0.59% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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