FJAEX Mutual Fund

NAV$12.91

Returns Overview

1 Month
+0.62%
3 Months
+8.40%
6 Months
+7.86%
YTD
+7.33%
1 Year
+15.03%
3 Years (annualized)
+11.35%
5 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJAEX 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 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+7.64%
vs Peers
-0.31%

FJAEX Mutual Fund Performance

FJAEX performance across multiple time periods: 1-month 0.62%, YTD 7.33%, 1-year 15.03%, 3-year 11.35%, 5-year 4.92%.

FJAEX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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