FIQKX Mutual Fund

FIQKX Mutual Fund

NAV$15.63
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Returns Overview

1 Month
-0.33%
3 Months
+5.67%
6 Months
+5.53%
YTD
+6.87%
1 Year
+21.02%
3 Years (annualized)
+20.68%
5 Years (annualized)
+13.82%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQKX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+11.12%
vs Peers
-4.25%

FIQKX Mutual Fund Performance

FIQKX performance across multiple time periods: 1-month -0.33%, YTD 6.87%, 1-year 21.02%, 3-year 20.68%, 5-year 13.82%, 10-year 10.14%.

FIQKX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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