FIQIX Mutual Fund

FIQIX Mutual Fund

NAV$40.03
See how much of FIQIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.73%
3 Months
-1.53%
6 Months
+0.67%
YTD
+9.33%
1 Year
+13.26%
3 Years (annualized)
+13.86%
5 Years (annualized)
+6.22%
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
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 ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+9.98%
vs Peers
-0.65%

FIQIX Mutual Fund Performance

FIQIX performance across multiple time periods: 1-month 3.73%, YTD 9.33%, 1-year 13.26%, 3-year 13.86%, 5-year 6.22%, 10-year 8.46%.

FIQIX returns trail the peer average of 9.98% 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.