FIQVX Mutual Fund

NAV$42.48

Returns Overview

1 Month
-0.97%
3 Months
+16.94%
6 Months
+21.73%
YTD
+19.59%
1 Year
+35.49%
3 Years (annualized)
+19.46%
5 Years (annualized)
+9.63%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+19.59%
Peer Avg (YTD)
+18.00%
vs Peers
+1.59%

FIQVX Mutual Fund Performance

FIQVX performance across multiple time periods: 1-month -0.97%, YTD 19.59%, 1-year 35.49%, 3-year 19.46%, 5-year 9.63%.

FIQVX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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