FIGDX Mutual Fund

NAV$9.53

Returns Overview

1 Month
-3.25%
3 Months
-2.76%
6 Months
-2.46%
YTD
-2.66%
1 Year
+3.53%
3 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIGDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

This Mutual Fund (YTD)
-2.66%
Peer Avg (YTD)
+1.80%
vs Peers
-4.46%

FIGDX Mutual Fund Performance

FIGDX performance across multiple time periods: 1-month -3.25%, YTD -2.66%, 1-year 3.53%, 3-year 4.22%.

FIGDX returns trail the peer average of 1.80% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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