FJATX Mutual Fund

FJATX Mutual Fund

NAV$11.55
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Returns Overview

1 Month
-2.13%
3 Months
-2.13%
6 Months
+3.70%
YTD
+3.33%
1 Year
+5.35%
3 Years (annualized)
+9.44%
5 Years (annualized)
+3.22%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+7.09%
vs Peers
-3.76%

FJATX Mutual Fund Performance

FJATX performance across multiple time periods: 1-month -2.13%, YTD 3.33%, 1-year 5.35%, 3-year 9.44%, 5-year 3.22%.

FJATX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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