FIQYX Mutual Fund

FIQYX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
+0.97%
3 Months
+2.33%
6 Months
+4.22%
YTD
+6.58%
1 Year
+5.38%
3 Years (annualized)
+8.24%
5 Years (annualized)
+0.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQYX 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 Global Credit Fund Linked Index
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+4.79%
vs Peers
+1.80%

FIQYX Mutual Fund Performance

FIQYX performance across multiple time periods: 1-month 0.97%, YTD 6.58%, 1-year 5.38%, 3-year 8.24%, 5-year 0.64%.

FIQYX returns outperform the peer average of 4.79% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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