FJRSX Mutual Fund

NAV$58.21

Returns Overview

1 Month
+1.32%
3 Months
+1.41%
6 Months
+4.87%
YTD
+4.30%
1 Year
+12.00%
3 Years (annualized)
+9.07%
5 Years (annualized)
+3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJRSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Managed Retirement 2015 Composite Index
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+7.21%
vs Peers
-2.91%

FJRSX Mutual Fund Performance

FJRSX performance across multiple time periods: 1-month 1.32%, YTD 4.30%, 1-year 12.00%, 3-year 9.07%, 5-year 3.25%.

FJRSX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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