FGTKX Mutual Fund

NAV$20.52

Returns Overview

1 Month
+0.98%
3 Months
+9.65%
6 Months
+9.54%
YTD
+8.92%
1 Year
+20.00%
3 Years (annualized)
+14.96%
5 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGTKX 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
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+7.64%
vs Peers
+1.28%

FGTKX Mutual Fund Performance

FGTKX performance across multiple time periods: 1-month 0.98%, YTD 8.92%, 1-year 20.00%, 3-year 14.96%, 5-year 7.22%.

FGTKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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