FIQEX Mutual Fund

FIQEX Mutual Fund

NAV$89.54
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Returns Overview

1 Month
-2.53%
3 Months
+2.23%
6 Months
+9.33%
YTD
+4.66%
1 Year
+12.90%
3 Years (annualized)
+15.02%
5 Years (annualized)
+10.83%
10 Years (annualized)
+10.41%

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
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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
S&P/TSX Composite Index(^TSX:CA)
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+10.67%
vs Peers
-6.01%

FIQEX Mutual Fund Performance

FIQEX performance across multiple time periods: 1-month -2.53%, YTD 4.66%, 1-year 12.90%, 3-year 15.02%, 5-year 10.83%, 10-year 10.41%.

FIQEX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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