FIJOX Mutual Fund

NAV$17.00

Returns Overview

1 Month
+0.96%
3 Months
+10.39%
6 Months
+9.77%
YTD
+9.02%
1 Year
+20.47%
3 Years (annualized)
+16.10%
5 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJOX 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 Freedom 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+7.64%
vs Peers
+1.38%

FIJOX Mutual Fund Performance

FIJOX performance across multiple time periods: 1-month 0.96%, YTD 9.02%, 1-year 20.47%, 3-year 16.10%, 5-year 9.29%.

FIJOX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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