FIQVX Mutual Fund

FIQVX Mutual Fund

NAV$41.87
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Returns Overview

1 Month
-5.91%
3 Months
-1.00%
6 Months
+9.04%
YTD
+12.52%
1 Year
+24.14%
3 Years (annualized)
+16.09%
5 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQVX 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
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+12.52%
Peer Avg (YTD)
+13.29%
vs Peers
-0.77%

FIQVX Mutual Fund Performance

FIQVX performance across multiple time periods: 1-month -5.91%, YTD 12.52%, 1-year 24.14%, 3-year 16.09%, 5-year 8.47%.

FIQVX returns trail the peer average of 13.29% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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