FGJMX Mutual Fund

NAV$140.44

Returns Overview

1 Month
-4.15%
3 Months
+23.86%
6 Months
+14.51%
YTD
+14.15%
1 Year
+40.99%
3 Years (annualized)
+36.14%
5 Years (annualized)
+15.63%

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
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
MSCI US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+14.15%
Peer Avg (YTD)
+6.08%
vs Peers
+8.08%

FGJMX Mutual Fund Performance

FGJMX performance across multiple time periods: 1-month -4.15%, YTD 14.15%, 1-year 40.99%, 3-year 36.14%, 5-year 15.63%.

FGJMX returns outperform the peer average of 6.08% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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