FIVQX Mutual Fund

FIVQX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
-0.99%
3 Months
-4.28%
6 Months
-0.13%
YTD
+5.20%
1 Year
+12.09%
3 Years (annualized)
+21.98%
5 Years (annualized)
+12.11%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVQX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+10.38%
vs Peers
-5.18%

FIVQX Mutual Fund Performance

FIVQX performance across multiple time periods: 1-month -0.99%, YTD 5.20%, 1-year 12.09%, 3-year 21.98%, 5-year 12.11%, 10-year 9.55%.

FIVQX returns trail the peer average of 10.38% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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