FMRJX Mutual Fund

NAV$7.51

Returns Overview

1 Month
+5.22%
3 Months
+2.82%
6 Months
+5.94%
YTD
+4.53%
1 Year
+19.16%
3 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMRJX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+4.19%
vs Peers
+0.34%

FMRJX Mutual Fund Performance

FMRJX performance across multiple time periods: 1-month 5.22%, YTD 4.53%, 1-year 19.16%, 3-year 11.81%.

FMRJX returns outperform the peer average of 4.19% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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