FGJEX Mutual Fund

FGJEX Mutual Fund

NAV$69.69
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Returns Overview

1 Month
-2.59%
3 Months
+0.45%
6 Months
+10.09%
YTD
+8.24%
1 Year
+13.67%
3 Years (annualized)
+19.54%
5 Years (annualized)
+14.47%
10 Years (annualized)
+14.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGJEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+9.98%
vs Peers
-1.74%

FGJEX Mutual Fund Performance

FGJEX performance across multiple time periods: 1-month -2.59%, YTD 8.24%, 1-year 13.67%, 3-year 19.54%, 5-year 14.47%, 10-year 14.38%.

FGJEX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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