FGJMX Mutual Fund

FGJMX Mutual Fund

NAV$138.05
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Returns Overview

1 Month
-2.59%
3 Months
-2.37%
6 Months
+6.79%
YTD
+4.52%
1 Year
+16.53%
3 Years (annualized)
+26.14%
5 Years (annualized)
+11.22%
10 Years (annualized)
+16.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGJMX 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
MSCI US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+4.46%
vs Peers
+0.06%

FGJMX Mutual Fund Performance

FGJMX performance across multiple time periods: 1-month -2.59%, YTD 4.52%, 1-year 16.53%, 3-year 26.14%, 5-year 11.22%, 10-year 16.02%.

FGJMX returns outperform the peer average of 4.46% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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