FCQTX Mutual Fund

FCQTX Mutual Fund

NAV$21.74
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Returns Overview

1 Month
-2.08%
3 Months
-1.81%
6 Months
+1.54%
YTD
+6.64%
1 Year
+8.80%
3 Years (annualized)
+20.10%
5 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCQTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.64%
Peer Avg (YTD)
+14.77%
vs Peers
-8.13%

FCQTX Mutual Fund Performance

FCQTX performance across multiple time periods: 1-month -2.08%, YTD 6.64%, 1-year 8.80%, 3-year 20.10%, 5-year 8.21%.

FCQTX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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