FJRLX Mutual Fund

FJRLX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-0.16%
3 Months
+0.19%
6 Months
-0.26%
YTD
+0.73%
1 Year
+3.47%
3 Years (annualized)
+5.31%
5 Years (annualized)
+2.19%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJRLX 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
Fidelity Limited Term Composite Index
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+0.12%
vs Peers
+0.61%

FJRLX Mutual Fund Performance

FJRLX performance across multiple time periods: 1-month -0.16%, YTD 0.73%, 1-year 3.47%, 3-year 5.31%, 5-year 2.19%, 10-year 2.37%.

FJRLX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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