FIQSX Mutual Fund

FIQSX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+1.11%
3 Months
+1.77%
6 Months
+4.04%
YTD
+3.88%
1 Year
+6.08%
3 Years (annualized)
+5.88%
5 Years (annualized)
+5.40%
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)
+3.88%
Peer Avg (YTD)
+2.15%
vs Peers
+1.73%

FIQSX Mutual Fund Performance

FIQSX performance across multiple time periods: 1-month 1.11%, YTD 3.88%, 1-year 6.08%, 3-year 5.88%, 5-year 5.40%, 10-year 5.20%.

FIQSX returns outperform the peer average of 2.15% 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.