FIJDX Mutual Fund

NAV$62.31

Returns Overview

1 Month
-14.93%
3 Months
-16.40%
6 Months
-8.78%
YTD
-8.48%
1 Year
+42.43%
3 Years (annualized)
+36.47%
5 Years (annualized)
+15.72%

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
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
S&P Global BMI Gold Capped 20/45 Linked Index
This Mutual Fund (YTD)
-8.48%
Peer Avg (YTD)
-2.18%
vs Peers
-6.29%

FIJDX Mutual Fund Performance

FIJDX performance across multiple time periods: 1-month -14.93%, YTD -8.48%, 1-year 42.43%, 3-year 36.47%, 5-year 15.72%.

FIJDX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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