FIJZX Mutual Fund

FIJZX Mutual Fund

NAV$51.90
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Returns Overview

1 Month
+0.91%
3 Months
+8.05%
6 Months
+23.81%
YTD
+7.70%
1 Year
+21.61%
3 Years (annualized)
+21.00%
5 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJZX 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
MSCI US IMI/Consumer Discretionary 25/50
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+8.38%
vs Peers
-0.68%

FIJZX Mutual Fund Performance

FIJZX performance across multiple time periods: 1-month 0.91%, YTD 7.70%, 1-year 21.61%, 3-year 21.00%, 5-year 11.61%.

FIJZX returns trail the peer average of 8.38% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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