FIQWX Mutual Fund

NAV$19.89

Returns Overview

1 Month
+1.48%
3 Months
+8.68%
6 Months
+14.02%
YTD
+13.11%
1 Year
+22.93%
3 Years (annualized)
+13.62%
5 Years (annualized)
+8.12%

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

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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
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+13.11%
Peer Avg (YTD)
+6.73%
vs Peers
+6.39%

FIQWX Mutual Fund Performance

FIQWX performance across multiple time periods: 1-month 1.48%, YTD 13.11%, 1-year 22.93%, 3-year 13.62%, 5-year 8.12%.

FIQWX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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