FIQQX Mutual Fund

FIQQX Mutual Fund

NAV$22.16
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Returns Overview

3 Months
-0.25%
6 Months
+5.74%
YTD
+15.23%
1 Year
+20.38%
3 Years (annualized)
+7.16%
5 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQQX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+15.23%
Peer Avg (YTD)
+17.33%
vs Peers
-2.10%

FIQQX Mutual Fund Performance

FIQQX performance across multiple time periods: YTD 15.23%, 1-year 20.38%, 3-year 7.16%, 5-year 10.63%.

FIQQX returns trail the peer average of 17.33% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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