FIJDX Mutual Fund

FIJDX Mutual Fund

NAV$63.62
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Returns Overview

1 Month
-12.73%
3 Months
+4.57%
6 Months
-10.09%
YTD
-5.80%
1 Year
+13.14%
3 Years (annualized)
+42.60%
5 Years (annualized)
+18.14%
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
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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
S&P Global BMI Gold Capped 20/45 Linked Index
This Mutual Fund (YTD)
-5.80%
Peer Avg (YTD)
-1.80%
vs Peers
-4.00%

FIJDX Mutual Fund Performance

FIJDX performance across multiple time periods: 1-month -12.73%, YTD -5.80%, 1-year 13.14%, 3-year 42.60%, 5-year 18.14%, 10-year 9.53%.

FIJDX returns trail the peer average of -1.80% 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.