FIJEX Mutual Fund

NAV$9.47

Returns Overview

1 Month
+0.35%
3 Months
+1.13%
6 Months
+1.41%
YTD
+1.41%
1 Year
+4.01%
3 Years (annualized)
+6.39%
5 Years (annualized)
+3.48%
10 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+3.23%
vs Peers
-1.82%

FIJEX Mutual Fund Performance

FIJEX performance across multiple time periods: 1-month 0.35%, YTD 1.41%, 1-year 4.01%, 3-year 6.39%, 5-year 3.48%, 10-year 3.15%.

FIJEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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