FKGLX Mutual Fund

FKGLX Mutual Fund

NAV$19.36
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Returns Overview

1 Month
-1.72%
3 Months
-1.57%
6 Months
+0.90%
YTD
+7.44%
1 Year
+9.94%
3 Years (annualized)
+19.51%
5 Years (annualized)
+7.79%
10 Years (annualized)
+11.33%

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
PROUpgrade to run
📉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)
+7.44%
Peer Avg (YTD)
+6.71%
vs Peers
+0.73%

FKGLX Mutual Fund Performance

FKGLX performance across multiple time periods: 1-month -1.72%, YTD 7.44%, 1-year 9.94%, 3-year 19.51%, 5-year 7.79%, 10-year 11.33%.

FKGLX returns outperform the peer average of 6.71% 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.