FIQCX Mutual Fund

FIQCX Mutual Fund

NAV$33.40
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Returns Overview

1 Month
-2.34%
3 Months
-1.18%
6 Months
+2.39%
YTD
+10.47%
1 Year
+12.62%
3 Years (annualized)
+20.09%
5 Years (annualized)
+8.18%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQCX 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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+6.22%
vs Peers
+4.25%

FIQCX Mutual Fund Performance

FIQCX performance across multiple time periods: 1-month -2.34%, YTD 10.47%, 1-year 12.62%, 3-year 20.09%, 5-year 8.18%, 10-year 12.11%.

FIQCX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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