FGDJX Mutual Fund

FGDJX Mutual Fund

NAV$43.00
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Returns Overview

1 Month
+12.09%
3 Months
+14.99%
6 Months
+34.62%
YTD
+33.18%
1 Year
+41.38%
3 Years (annualized)
+24.40%
5 Years (annualized)
+15.40%
10 Years (annualized)
+13.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGDJX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Dividend Growth Index(^MSDIVGP)
This Mutual Fund (YTD)
+33.18%
Peer Avg (YTD)
+10.00%
vs Peers
+23.18%

FGDJX Mutual Fund Performance

FGDJX performance across multiple time periods: 1-month 12.09%, YTD 33.18%, 1-year 41.38%, 3-year 24.40%, 5-year 15.40%, 10-year 13.97%.

FGDJX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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