FIJQX Mutual Fund

NAV$16.54

Returns Overview

1 Month
+1.18%
3 Months
+13.94%
6 Months
+12.89%
YTD
+11.86%
1 Year
+25.27%
3 Years (annualized)
+19.55%
5 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJQX 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
Fidelity Freedom 2045 Composite Index
This Mutual Fund (YTD)
+11.86%
Peer Avg (YTD)
+7.64%
vs Peers
+4.22%

FIJQX Mutual Fund Performance

FIJQX performance across multiple time periods: 1-month 1.18%, YTD 11.86%, 1-year 25.27%, 3-year 19.55%, 5-year 9.99%.

FIJQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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