FIQDX Mutual Fund

FIQDX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-0.11%
3 Months
+0.89%
6 Months
+0.49%
YTD
+8.77%
1 Year
+11.13%
3 Years (annualized)
+10.28%
5 Years (annualized)
+5.48%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQDX 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)
+8.77%
Peer Avg (YTD)
+2.95%
vs Peers
+5.82%

FIQDX Mutual Fund Performance

FIQDX performance across multiple time periods: 1-month -0.11%, YTD 8.77%, 1-year 11.13%, 3-year 10.28%, 5-year 5.48%, 10-year 5.38%.

FIQDX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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