FIDJX Mutual Fund

FIDJX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
+2.68%
3 Months
+2.92%
6 Months
+15.73%
YTD
+17.58%
1 Year
+27.88%
3 Years (annualized)
+22.47%

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
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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
MSCI USA IMI ESG Leaders Index
This Mutual Fund (YTD)
+17.58%
Peer Avg (YTD)
+11.21%
vs Peers
+6.37%

FIDJX Mutual Fund Performance

FIDJX performance across multiple time periods: 1-month 2.68%, YTD 17.58%, 1-year 27.88%, 3-year 22.47%.

FIDJX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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