Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGSJX | 12.07% | 16.01% | NA | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGSJX | 10/11/2024 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.23 | 16.01 | NA | NA | NA | NA | NA | … | … | 12.07 | 12.52 | 3.35 |
| Sharpe Ratio | NA | 0.60 | NA | NA | NA | NA | NA | … | … | 1.01 | 0.37 | 0.38 |
| Standard Deviation(%) | NA | 20.69 | NA | NA | NA | NA | NA | … | … | 24.86 | 26.34 | 34.37 |
| Draw Down(%) | NA | 12.94 | NA | NA | NA | NA | NA | … | … | 12.50 | 26.06 | 10.38 |
| Yield(%) | 0.00 | 9.67 | 5.89 | 3.53 | 1.77 | 1.18 | 0.88 | … | … | 0.00 | 10.42 | 7.57 |
Data as of 06/17/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGSJX (FGSJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGSJX (FGSJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart