FKGLX Mutual Fund

FKGLX Mutual Fund

NAV$19.82
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Returns Overview

1 Month
-1.74%
3 Months
-1.40%
6 Months
+5.62%
YTD
+4.06%
1 Year
+4.67%
3 Years (annualized)
+18.25%
5 Years (annualized)
+10.52%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKGLX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+7.09%
vs Peers
-3.03%

FKGLX Mutual Fund Performance

FKGLX performance across multiple time periods: 1-month -1.74%, YTD 4.06%, 1-year 4.67%, 3-year 18.25%, 5-year 10.52%, 10-year 11.45%.

FKGLX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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