FJEFX Mutual Fund

FJEFX Mutual Fund

NAV$13.47
See how much of FJEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.55%
3 Months
+0.88%
6 Months
+4.44%
YTD
+8.76%
1 Year
+15.36%
3 Years (annualized)
+13.92%
5 Years (annualized)
+6.50%

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
PROUpgrade to run

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)
+8.76%
Peer Avg (YTD)
+8.76%
vs Peers
-0.00%

FJEFX Mutual Fund Performance

FJEFX performance across multiple time periods: 1-month 1.55%, YTD 8.76%, 1-year 15.36%, 3-year 13.92%, 5-year 6.50%.

FJEFX returns trail the peer average of 8.76% 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.