FJRLX Mutual Fund

FJRLX Mutual Fund

NAV$11.29
See how much of FJRLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.30%
3 Months
-1.09%
6 Months
-0.68%
YTD
-1.20%
1 Year
+0.05%
3 Years (annualized)
+4.87%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FJRLX 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
Fidelity Limited Term Composite Index
This Mutual Fund (YTD)
-1.20%
Peer Avg (YTD)
+0.50%
vs Peers
-1.70%

FJRLX Mutual Fund Performance

FJRLX performance across multiple time periods: 1-month -1.30%, YTD -1.20%, 1-year 0.05%, 3-year 4.87%, 5-year 2.01%, 10-year 2.30%.

FJRLX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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