FIQZX Mutual Fund

FIQZX Mutual Fund

NAV$10.08
See how much of FIQZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.43%
3 Months
+1.75%
6 Months
-1.60%
YTD
+1.29%
1 Year
+5.58%
3 Years (annualized)
+3.76%
5 Years (annualized)
+1.37%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQZX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+0.23%
vs Peers
+1.06%

FIQZX Mutual Fund Performance

FIQZX performance across multiple time periods: 1-month 0.43%, YTD 1.29%, 1-year 5.58%, 3-year 3.76%, 5-year 1.37%, 10-year 2.11%.

FIQZX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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