FICQX Mutual Fund

NAV$38.21

Returns Overview

1 Month
+3.32%
3 Months
+18.01%
6 Months
+12.26%
YTD
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.74%
Peer Avg (YTD)
+9.23%
vs Peers
+1.51%

FICQX Mutual Fund Performance

FICQX performance across multiple time periods: 1-month 3.32%, YTD 10.74%.

FICQX returns outperform the peer average of 9.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

FICQX performance comparison shows side-by-side returns with another fund. FICQX alternatives are available in the Mutual Fund Screener.