FGDJX Mutual Fund

FGDJX Mutual Fund

NAV$50.93
See how much of FGDJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.24%
3 Months
+4.35%
6 Months
+11.22%
YTD
+16.71%
1 Year
+28.22%
3 Years (annualized)
+24.40%
5 Years (annualized)
+15.40%
10 Years (annualized)
+13.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDJX 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
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+16.71%
Peer Avg (YTD)
+11.41%
vs Peers
+5.30%

FGDJX Mutual Fund Performance

FGDJX performance across multiple time periods: 1-month -0.24%, YTD 16.71%, 1-year 28.22%, 3-year 24.40%, 5-year 15.40%, 10-year 13.97%.

FGDJX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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