FIQVX Mutual Fund

FIQVX Mutual Fund

NAV$38.02
See how much of FIQVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.83%
3 Months
-5.67%
6 Months
-6.61%
YTD
+6.14%
1 Year
+5.70%
3 Years (annualized)
+16.75%
5 Years (annualized)
+6.26%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.14%
Peer Avg (YTD)
+5.45%
vs Peers
+0.69%

FIQVX Mutual Fund Performance

FIQVX performance across multiple time periods: 1-month -5.83%, YTD 6.14%, 1-year 5.70%, 3-year 16.75%, 5-year 6.26%.

FIQVX returns outperform the peer average of 5.45% 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.