FJASX Mutual Fund

NAV$11.58

Returns Overview

1 Month
+0.26%
3 Months
+5.76%
6 Months
+5.67%
YTD
+5.28%
1 Year
+10.92%
3 Years (annualized)
+8.76%
5 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJASX 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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+7.64%
vs Peers
-2.36%

FJASX Mutual Fund Performance

FJASX performance across multiple time periods: 1-month 0.26%, YTD 5.28%, 1-year 10.92%, 3-year 8.76%, 5-year 3.44%.

FJASX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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