FGLGX Mutual Fund

NAV$30.90

Returns Overview

1 Month
+0.44%
3 Months
+12.41%
6 Months
+10.56%
YTD
+9.09%
1 Year
+25.88%
3 Years (annualized)
+24.52%
5 Years (annualized)
+16.56%
10 Years (annualized)
+16.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGLGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Series Large Cap Stock Fund Linked Index
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+9.51%
vs Peers
-0.42%

FGLGX Mutual Fund Performance

FGLGX performance across multiple time periods: 1-month 0.44%, YTD 9.09%, 1-year 25.88%, 3-year 24.52%, 5-year 16.56%, 10-year 16.45%.

FGLGX returns trail the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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