FNGLX Mutual Fund

NAV$17.71

Returns Overview

1 Month
+1.27%
3 Months
+14.53%
6 Months
+13.40%
YTD
+12.35%
1 Year
+24.69%
3 Years (annualized)
+19.54%
5 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNGLX 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 2060 Composite Index
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+7.64%
vs Peers
+4.71%

FNGLX Mutual Fund Performance

FNGLX performance across multiple time periods: 1-month 1.27%, YTD 12.35%, 1-year 24.69%, 3-year 19.54%, 5-year 11.75%.

FNGLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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