FJEFX Mutual Fund

FJEFX Mutual Fund

NAV$13.52
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Returns Overview

1 Month
-2.18%
3 Months
-2.11%
6 Months
+7.30%
YTD
+6.38%
1 Year
+9.92%
3 Years (annualized)
+13.92%
5 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJEFX 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
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🏦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)
+6.38%
Peer Avg (YTD)
+7.09%
vs Peers
-0.70%

FJEFX Mutual Fund Performance

FJEFX performance across multiple time periods: 1-month -2.18%, YTD 6.38%, 1-year 9.92%, 3-year 13.92%, 5-year 6.50%.

FJEFX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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