FIDJX Mutual Fund

FIDJX Mutual Fund

NAV$18.29
See how much of FIDJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.76%
3 Months
+1.04%
6 Months
+6.39%
YTD
+15.70%
1 Year
+17.08%
3 Years (annualized)
+24.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDJX 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
MSCI USA IMI ESG Leaders Index
This Mutual Fund (YTD)
+15.70%
Peer Avg (YTD)
+17.72%
vs Peers
-2.02%

FIDJX Mutual Fund Performance

FIDJX performance across multiple time periods: 1-month -1.76%, YTD 15.70%, 1-year 17.08%, 3-year 24.66%.

FIDJX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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