FIGKX Mutual Fund

FIGKX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
-1.85%
3 Months
-2.37%
6 Months
-2.61%
YTD
-3.18%
1 Year
-2.70%
3 Years (annualized)
+2.23%
5 Years (annualized)
-0.99%
10 Years (annualized)
+0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGKX 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
PROUpgrade to run
🏦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)
-3.18%
Peer Avg (YTD)
+0.50%
vs Peers
-3.68%

FIGKX Mutual Fund Performance

FIGKX performance across multiple time periods: 1-month -1.85%, YTD -3.18%, 1-year -2.70%, 3-year 2.23%, 5-year -0.99%, 10-year 0.05%.

FIGKX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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