FVGLX Mutual Fund

FVGLX Mutual Fund

NAV$16.28
See how much of FVGLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.28%
3 Months
-1.75%
6 Months
+1.14%
YTD
+8.39%
1 Year
+11.28%
3 Years (annualized)
+20.82%
5 Years (annualized)
+8.54%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVGLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2050 Composite Index
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+6.71%
vs Peers
+1.68%

FVGLX Mutual Fund Performance

FVGLX performance across multiple time periods: 1-month -2.28%, YTD 8.39%, 1-year 11.28%, 3-year 20.82%, 5-year 8.54%, 10-year 11.71%.

FVGLX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

FVGLX vs another fund shows side-by-side returns. FVGLX alternatives are available in the Mutual Fund Screener.