FGJDX Mutual Fund

FGJDX Mutual Fund

NAV$69.34
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Returns Overview

1 Month
+0.85%
3 Months
-0.79%
6 Months
+4.02%
YTD
+9.06%
1 Year
+13.40%
3 Years (annualized)
+19.45%
5 Years (annualized)
+14.40%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGJDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+9.28%
vs Peers
-0.21%

FGJDX Mutual Fund Performance

FGJDX performance across multiple time periods: 1-month 0.85%, YTD 9.06%, 1-year 13.40%, 3-year 19.45%, 5-year 14.40%, 10-year 14.32%.

FGJDX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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