FIQIX Mutual Fund

FIQIX Mutual Fund

NAV$40.61
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Returns Overview

1 Month
-3.58%
3 Months
-1.64%
6 Months
+1.09%
YTD
+5.39%
1 Year
+12.52%
3 Years (annualized)
+11.32%
5 Years (annualized)
+5.81%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQIX 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
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📉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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+8.67%
vs Peers
-3.28%

FIQIX Mutual Fund Performance

FIQIX performance across multiple time periods: 1-month -3.58%, YTD 5.39%, 1-year 12.52%, 3-year 11.32%, 5-year 5.81%, 10-year 8.46%.

FIQIX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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