FIQJX Mutual Fund

NAV$23.55

Returns Overview

1 Month
-2.80%
3 Months
+8.15%
6 Months
+5.76%
YTD
+5.86%
1 Year
+9.61%
3 Years (annualized)
+13.20%
5 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQJX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+9.16%
vs Peers
-3.30%

FIQJX Mutual Fund Performance

FIQJX performance across multiple time periods: 1-month -2.80%, YTD 5.86%, 1-year 9.61%, 3-year 13.20%, 5-year 4.17%.

FIQJX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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