FIQHX Mutual Fund

NAV$50.63

Returns Overview

1 Month
+1.69%
3 Months
+12.30%
6 Months
+9.05%
YTD
+8.19%
1 Year
+14.85%
3 Years (annualized)
+16.38%
5 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQHX 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
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+7.64%
vs Peers
+0.55%

FIQHX Mutual Fund Performance

FIQHX performance across multiple time periods: 1-month 1.69%, YTD 8.19%, 1-year 14.85%, 3-year 16.38%, 5-year 6.09%.

FIQHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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