FIQEX Mutual Fund

NAV$87.16

Returns Overview

1 Month
-2.53%
3 Months
+1.98%
6 Months
+4.66%
YTD
+4.30%
1 Year
+12.90%
3 Years (annualized)
+14.33%
5 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQEX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P/TSX Composite Index(^TSX:CA)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+8.61%
vs Peers
-4.31%

FIQEX Mutual Fund Performance

FIQEX performance across multiple time periods: 1-month -2.53%, YTD 4.30%, 1-year 12.90%, 3-year 14.33%, 5-year 9.96%.

FIQEX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

FIQEX performance comparison shows side-by-side returns with another fund. FIQEX alternatives are available in the Mutual Fund Screener.