FJEFX Mutual Fund

FJEFX Mutual Fund

NAV$13.39
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Returns Overview

1 Month
-0.30%
3 Months
-0.96%
6 Months
+0.87%
YTD
+6.07%
1 Year
+8.15%
3 Years (annualized)
+15.41%
5 Years (annualized)
+5.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJEFX 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 Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+6.70%
vs Peers
-0.63%

FJEFX Mutual Fund Performance

FJEFX performance across multiple time periods: 1-month -0.30%, YTD 6.07%, 1-year 8.15%, 3-year 15.41%, 5-year 5.86%.

FJEFX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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