FJLMX Mutual Fund

FJLMX Mutual Fund

NAV$13.36
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Returns Overview

1 Month
-0.30%
3 Months
-0.89%
6 Months
+0.91%
YTD
+6.18%
1 Year
+8.18%
3 Years (annualized)
+15.54%
5 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJLMX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+6.18%
Peer Avg (YTD)
+14.77%
vs Peers
-8.59%

FJLMX Mutual Fund Performance

FJLMX performance across multiple time periods: 1-month -0.30%, YTD 6.18%, 1-year 8.18%, 3-year 15.54%, 5-year 5.44%.

FJLMX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

FJLMX vs another fund shows side-by-side returns. FJLMX alternatives are available in the Mutual Fund Screener.