FIQAX Mutual Fund

FIQAX Mutual Fund

NAV$18.99
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Returns Overview

1 Month
+0.70%
3 Months
+10.97%
6 Months
+6.29%
YTD
+10.39%
1 Year
+19.55%
3 Years (annualized)
+14.20%
5 Years (annualized)
+6.63%
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
PROUpgrade to run
🏦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)
+10.39%
Peer Avg (YTD)
+5.54%
vs Peers
+4.85%

FIQAX Mutual Fund Performance

FIQAX performance across multiple time periods: 1-month 0.70%, YTD 10.39%, 1-year 19.55%, 3-year 14.20%, 5-year 6.63%, 10-year 9.18%.

FIQAX returns outperform the peer average of 5.54% 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.