FIQAX Mutual Fund

FIQAX Mutual Fund

NAV$18.63
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Returns Overview

1 Month
+1.72%
3 Months
+1.23%
6 Months
+6.30%
YTD
+10.33%
1 Year
+17.09%
3 Years (annualized)
+14.40%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.33%
Peer Avg (YTD)
+6.28%
vs Peers
+4.04%

FIQAX Mutual Fund Performance

FIQAX performance across multiple time periods: 1-month 1.72%, YTD 10.33%, 1-year 17.09%, 3-year 14.40%, 5-year 6.65%, 10-year 9.18%.

FIQAX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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