FALGX Mutual Fund

NAV$53.61

Returns Overview

1 Year
+12.21%
3 Years (annualized)
+18.51%
5 Years (annualized)
+12.53%
10 Years (annualized)
+14.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FALGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)

FALGX Mutual Fund Performance

FALGX performance across multiple time periods: 1-year 12.21%, 3-year 18.51%, 5-year 12.53%, 10-year 14.19%.

FALGX returns can be compared against peers and benchmarks. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

FALGX performance comparison shows side-by-side returns with another fund. FALGX alternatives are available in the Mutual Fund Screener.