FIJWX Mutual Fund

FIJWX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
+0.04%
3 Months
+2.84%
6 Months
+1.29%
YTD
+3.25%
1 Year
+7.78%
3 Years (annualized)
+8.50%
5 Years (annualized)
+4.76%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJWX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Short Duration High Income Fund Composite Index
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+0.12%
vs Peers
+3.13%

FIJWX Mutual Fund Performance

FIJWX performance across multiple time periods: 1-month 0.04%, YTD 3.25%, 1-year 7.78%, 3-year 8.50%, 5-year 4.76%, 10-year 4.85%.

FIJWX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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