FIJLX Mutual Fund

NAV$12.84

Returns Overview

1 Month
+0.55%
3 Months
+6.92%
6 Months
+6.84%
YTD
+6.41%
1 Year
+15.66%
3 Years (annualized)
+12.16%
5 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+6.41%
Peer Avg (YTD)
+7.64%
vs Peers
-1.23%

FIJLX Mutual Fund Performance

FIJLX performance across multiple time periods: 1-month 0.55%, YTD 6.41%, 1-year 15.66%, 3-year 12.16%, 5-year 6.40%.

FIJLX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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