FIJEX Mutual Fund

FIJEX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+0.24%
3 Months
-0.40%
6 Months
-1.23%
YTD
+0.65%
1 Year
+2.01%
3 Years (annualized)
+5.78%
5 Years (annualized)
+3.21%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+2.15%
vs Peers
-1.50%

FIJEX Mutual Fund Performance

FIJEX performance across multiple time periods: 1-month 0.24%, YTD 0.65%, 1-year 2.01%, 3-year 5.78%, 5-year 3.21%, 10-year 2.97%.

FIJEX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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