FIDJX Mutual Fund

NAV$18.91

Returns Overview

1 Month
+0.81%
3 Months
+18.83%
6 Months
+15.88%
YTD
+15.17%
1 Year
+30.45%
3 Years (annualized)
+22.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDJX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA IMI ESG Leaders Index
This Mutual Fund (YTD)
+15.17%
Peer Avg (YTD)
+9.51%
vs Peers
+5.66%

FIDJX Mutual Fund Performance

FIDJX performance across multiple time periods: 1-month 0.81%, YTD 15.17%, 1-year 30.45%, 3-year 22.41%.

FIDJX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

FIDJX performance comparison shows side-by-side returns with another fund. FIDJX alternatives are available in the Mutual Fund Screener.