FIQBX Mutual Fund

FIQBX Mutual Fund

NAV$33.80
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Returns Overview

1 Month
+0.78%
3 Months
+12.72%
6 Months
+7.34%
YTD
+11.97%
1 Year
+22.25%
3 Years (annualized)
+15.89%
5 Years (annualized)
+7.75%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQBX 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)
+11.97%
Peer Avg (YTD)
+6.57%
vs Peers
+5.40%

FIQBX Mutual Fund Performance

FIQBX performance across multiple time periods: 1-month 0.78%, YTD 11.97%, 1-year 22.25%, 3-year 15.89%, 5-year 7.75%, 10-year 10.39%.

FIQBX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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