FGSJX Mutual Fund

NAV$74.51

Returns Overview

1 Month
+3.90%
3 Months
+19.65%
6 Months
+15.81%
YTD
+13.93%
1 Year
+26.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.93%
Peer Avg (YTD)
+10.82%
vs Peers
+3.11%

FGSJX Mutual Fund Performance

FGSJX performance across multiple time periods: 1-month 3.90%, YTD 13.93%, 1-year 26.05%.

FGSJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

FGSJX performance comparison shows side-by-side returns with another fund. FGSJX alternatives are available in the Mutual Fund Screener.