FGDJX Mutual Fund

FGDJX Mutual Fund

NAV$42.95
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Returns Overview

1 Month
+2.84%
3 Months
+2.80%
6 Months
+12.66%
YTD
+20.02%
1 Year
+29.87%
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)
+20.02%
Peer Avg (YTD)
+12.44%
vs Peers
+7.58%

FGDJX Mutual Fund Performance

FGDJX performance across multiple time periods: 1-month 2.84%, YTD 20.02%, 1-year 29.87%, 3-year 24.40%, 5-year 15.40%, 10-year 13.97%.

FGDJX returns outperform the peer average of 12.44% 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.