FIGIX Mutual Fund

FIGIX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-1.81%
3 Months
-2.26%
6 Months
-2.42%
YTD
-2.95%
1 Year
-2.39%
3 Years (annualized)
+2.67%
5 Years (annualized)
-0.54%
10 Years (annualized)
+0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGIX 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
ICE Bank of America Merrill Lynch 3-5 Year US Treasury Index(^IBML5YTRS)
This Mutual Fund (YTD)
-2.95%
Peer Avg (YTD)
+0.50%
vs Peers
-3.45%

FIGIX Mutual Fund Performance

FIGIX performance across multiple time periods: 1-month -1.81%, YTD -2.95%, 1-year -2.39%, 3-year 2.67%, 5-year -0.54%, 10-year 0.51%.

FIGIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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