FIQOX Mutual Fund

FIQOX Mutual Fund

NAV$42.36
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Returns Overview

1 Month
+3.56%
3 Months
+27.43%
6 Months
+11.49%
YTD
+23.52%
1 Year
+35.98%
3 Years (annualized)
+25.13%
5 Years (annualized)
+12.73%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQOX 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 World Index(MDWO)
This Mutual Fund (YTD)
+23.52%
Peer Avg (YTD)
+6.23%
vs Peers
+17.29%

FIQOX Mutual Fund Performance

FIQOX performance across multiple time periods: 1-month 3.56%, YTD 23.52%, 1-year 35.98%, 3-year 25.13%, 5-year 12.73%, 10-year 15.79%.

FIQOX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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