FIQHX Mutual Fund

FIQHX Mutual Fund

NAV$48.85
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Returns Overview

1 Month
-1.90%
3 Months
-5.21%
6 Months
-2.04%
YTD
+1.48%
1 Year
+6.46%
3 Years (annualized)
+18.82%
5 Years (annualized)
+5.46%
10 Years (annualized)
+9.22%

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
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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
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+5.28%
vs Peers
-3.80%

FIQHX Mutual Fund Performance

FIQHX performance across multiple time periods: 1-month -1.90%, YTD 1.48%, 1-year 6.46%, 3-year 18.82%, 5-year 5.46%, 10-year 9.22%.

FIQHX returns trail the peer average of 5.28% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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