FIJKX Mutual Fund

FIJKX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
+1.07%
3 Months
+0.36%
6 Months
+2.09%
YTD
+5.43%
1 Year
+9.40%
3 Years (annualized)
+10.00%
5 Years (annualized)
+3.85%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJKX 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
Fidelity Freedom 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+5.43%
Peer Avg (YTD)
+8.76%
vs Peers
-3.33%

FIJKX Mutual Fund Performance

FIJKX performance across multiple time periods: 1-month 1.07%, YTD 5.43%, 1-year 9.40%, 3-year 10.00%, 5-year 3.85%, 10-year 6.73%.

FIJKX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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