FIJRX Mutual Fund

FIJRX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
+1.28%
3 Months
+14.19%
6 Months
+7.49%
YTD
+13.08%
1 Year
+24.20%
3 Years (annualized)
+19.23%
5 Years (annualized)
+9.80%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJRX 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 2050 Composite Index
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+6.99%
vs Peers
+6.09%

FIJRX Mutual Fund Performance

FIJRX performance across multiple time periods: 1-month 1.28%, YTD 13.08%, 1-year 24.20%, 3-year 19.23%, 5-year 9.80%, 10-year 12.27%.

FIJRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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