FIQGX Mutual Fund

FIQGX Mutual Fund

NAV$23.68

Returns Overview

1 Month
+0.18%
3 Months
+12.18%
6 Months
+19.08%
YTD
+18.10%
1 Year
+34.51%
3 Years (annualized)
+18.15%
5 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+18.10%
Peer Avg (YTD)
+23.08%
vs Peers
-4.98%

FIQGX Mutual Fund Performance

FIQGX performance across multiple time periods: 1-month 0.18%, YTD 18.10%, 1-year 34.51%, 3-year 18.15%, 5-year 8.87%.

FIQGX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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