FGSJX Mutual Fund

FGSJX Mutual Fund

NAV$61.56
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Returns Overview

1 Month
-6.75%
3 Months
-10.50%
6 Months
-11.93%
YTD
-6.82%
1 Year
-10.77%
3 Years (annualized)
+16.31%
5 Years (annualized)
+3.18%
10 Years (annualized)
+11.31%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-6.82%
Peer Avg (YTD)
+10.76%
vs Peers
-17.58%

FGSJX Mutual Fund Performance

FGSJX performance across multiple time periods: 1-month -6.75%, YTD -6.82%, 1-year -10.77%, 3-year 16.31%, 5-year 3.18%, 10-year 11.31%.

FGSJX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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