FIQSX Mutual Fund

NAV$9.01

Returns Overview

1 Month
-0.24%
3 Months
+1.31%
6 Months
+0.19%
YTD
+0.19%
1 Year
+3.31%
3 Years (annualized)
+6.01%
5 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+3.23%
vs Peers
-3.04%

FIQSX Mutual Fund Performance

FIQSX performance across multiple time periods: 1-month -0.24%, YTD 0.19%, 1-year 3.31%, 3-year 6.01%, 5-year 5.08%.

FIQSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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