FIGTX Mutual Fund

FIGTX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-1.80%
3 Months
-2.20%
6 Months
-2.32%
YTD
-2.93%
1 Year
-2.23%
3 Years (annualized)
+2.83%
5 Years (annualized)
-0.35%
10 Years (annualized)
+0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGTX 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
PROUpgrade to run

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)
-2.93%
Peer Avg (YTD)
+0.50%
vs Peers
-3.43%

FIGTX Mutual Fund Performance

FIGTX performance across multiple time periods: 1-month -1.80%, YTD -2.93%, 1-year -2.23%, 3-year 2.83%, 5-year -0.35%, 10-year 0.72%.

FIGTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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