FJATX Mutual Fund

NAV$11.76

Returns Overview

1 Month
+0.34%
3 Months
+5.96%
6 Months
+5.96%
YTD
+5.58%
1 Year
+11.54%
3 Years (annualized)
+9.32%
5 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJATX 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)
+5.58%
Peer Avg (YTD)
+7.64%
vs Peers
-2.06%

FJATX Mutual Fund Performance

FJATX performance across multiple time periods: 1-month 0.34%, YTD 5.58%, 1-year 11.54%, 3-year 9.32%, 5-year 3.50%.

FJATX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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