FIQRX Mutual Fund

FIQRX Mutual Fund

NAV$28.52
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Returns Overview

1 Month
-7.76%
3 Months
-9.65%
6 Months
+6.53%
YTD
+12.15%
1 Year
+32.42%
3 Years (annualized)
+15.19%
5 Years (annualized)
+12.36%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQRX 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 (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+12.15%
Peer Avg (YTD)
-3.00%
vs Peers
+15.15%

FIQRX Mutual Fund Performance

FIQRX performance across multiple time periods: 1-month -7.76%, YTD 12.15%, 1-year 32.42%, 3-year 15.19%, 5-year 12.36%, 10-year 12.04%.

FIQRX returns outperform the peer average of -3.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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