FGJMX Mutual Fund

NAV$132.84

Returns Overview

1 Month
-4.49%
3 Months
+6.96%
6 Months
+15.09%
YTD
-0.55%
1 Year
+38.68%
3 Years
+38.98%
5 Years
+16.57%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI/Communication Services 25/50(NA)
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+1.90%
vs Peers
-2.45%

FGJMX Mutual Fund Performance

FGJMX performance across multiple time periods: 1-month -4.49%, YTD -0.55%, 1-year 38.68%, 3-year 38.98%, 5-year 16.57%.

FGJMX returns trail the peer average of 1.90% YTD. With an expense ratio of 0.71%, 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.