FIQWX Mutual Fund

FIQWX Mutual Fund

NAV$19.82
See how much of FIQWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.48%
3 Months
+8.68%
6 Months
+9.64%
YTD
+13.06%
1 Year
+22.93%
3 Years (annualized)
+14.71%
5 Years (annualized)
+7.76%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQWX 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
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+6.57%
vs Peers
+6.48%

FIQWX Mutual Fund Performance

FIQWX performance across multiple time periods: 1-month 1.48%, YTD 13.06%, 1-year 22.93%, 3-year 14.71%, 5-year 7.76%, 10-year 9.91%.

FIQWX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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