FGSJX Mutual Fund

FGSJX Mutual Fund

NAV$68.56
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Returns Overview

1 Month
-2.95%
3 Months
-13.71%
6 Months
+3.24%
YTD
-1.70%
1 Year
-3.53%
3 Years (annualized)
+15.03%
5 Years (annualized)
+6.65%
10 Years (annualized)
+12.19%

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)
-1.70%
Peer Avg (YTD)
+6.72%
vs Peers
-8.42%

FGSJX Mutual Fund Performance

FGSJX performance across multiple time periods: 1-month -2.95%, YTD -1.70%, 1-year -3.53%, 3-year 15.03%, 5-year 6.65%, 10-year 12.19%.

FGSJX returns trail the peer average of 6.72% 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.