FIJDX Mutual Fund

FIJDX Mutual Fund

NAV$69.51
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Returns Overview

1 Month
-14.93%
3 Months
-16.40%
6 Months
-18.83%
YTD
-8.78%
1 Year
+42.31%
3 Years (annualized)
+36.51%
5 Years (annualized)
+15.73%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global BMI Gold Capped 20/45 Linked Index
This Mutual Fund (YTD)
-8.78%
Peer Avg (YTD)
-3.00%
vs Peers
-5.78%

FIJDX Mutual Fund Performance

FIJDX performance across multiple time periods: 1-month -14.93%, YTD -8.78%, 1-year 42.31%, 3-year 36.51%, 5-year 15.73%, 10-year 9.53%.

FIJDX returns trail the peer average of -3.00% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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