FKQTX Mutual Fund

FKQTX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
+0.71%
3 Months
+2.09%
6 Months
+2.01%
YTD
+2.01%
1 Year
+6.23%
3 Years (annualized)
+4.08%
5 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKQTX 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
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🏦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
Bloomberg Barclays 1-15 Year Municipal Bond Index(I06112US)
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+1.79%
vs Peers
+0.22%

FKQTX Mutual Fund Performance

FKQTX performance across multiple time periods: 1-month 0.71%, YTD 2.01%, 1-year 6.23%, 3-year 4.08%, 5-year 1.15%.

FKQTX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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