FIJEX Mutual Fund

FIJEX Mutual Fund

NAV$9.13
See how much of FIJEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.52%
3 Months
-3.25%
6 Months
-2.15%
YTD
-1.88%
1 Year
-1.33%
3 Years (annualized)
+5.78%
5 Years (annualized)
+3.21%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIJEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.88%
Peer Avg (YTD)
+0.50%
vs Peers
-2.38%

FIJEX Mutual Fund Performance

FIJEX performance across multiple time periods: 1-month -2.52%, YTD -1.88%, 1-year -1.33%, 3-year 5.78%, 5-year 3.21%, 10-year 2.97%.

FIJEX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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