FIQSX Mutual Fund

FIQSX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
-0.24%
3 Months
+0.99%
6 Months
+1.53%
YTD
+1.09%
1 Year
+5.04%
3 Years (annualized)
+7.35%
5 Years (annualized)
+5.29%
10 Years (annualized)
+5.20%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Performing Loan Index(^SPLSTALPL)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+0.12%
vs Peers
+0.96%

FIQSX Mutual Fund Performance

FIQSX performance across multiple time periods: 1-month -0.24%, YTD 1.09%, 1-year 5.04%, 3-year 7.35%, 5-year 5.29%, 10-year 5.20%.

FIQSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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