FIQWX Mutual Fund

FIQWX Mutual Fund

NAV$19.67
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Returns Overview

1 Month
+2.74%
3 Months
-0.53%
6 Months
+2.51%
YTD
+12.45%
1 Year
+15.07%
3 Years (annualized)
+16.74%
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
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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)
+12.45%
Peer Avg (YTD)
+6.22%
vs Peers
+6.23%

FIQWX Mutual Fund Performance

FIQWX performance across multiple time periods: 1-month 2.74%, YTD 12.45%, 1-year 15.07%, 3-year 16.74%, 5-year 7.76%, 10-year 9.91%.

FIQWX returns outperform the peer average of 6.22% 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.