FJEFX Mutual Fund

FJEFX Mutual Fund

NAV$13.49
See how much of FJEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.46%
3 Months
+1.85%
6 Months
+5.13%
YTD
+7.10%
1 Year
+15.93%
3 Years (annualized)
+12.31%
5 Years (annualized)
+5.89%

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)
+7.10%
Peer Avg (YTD)
+6.99%
vs Peers
+0.10%

FJEFX Mutual Fund Performance

FJEFX performance across multiple time periods: 1-month -1.46%, YTD 7.10%, 1-year 15.93%, 3-year 12.31%, 5-year 5.89%.

FJEFX returns outperform the peer average of 6.99% 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.