FMQRX Mutual Fund

FMQRX Mutual Fund

NAV$17.02
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Returns Overview

1 Month
+2.01%
3 Months
+5.33%
6 Months
+3.73%
YTD
+10.77%
1 Year
+16.62%
3 Years (annualized)
+15.35%
5 Years (annualized)
+8.29%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMQRX 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
MSCI World Value-NR
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+6.28%
vs Peers
+4.49%

FMQRX Mutual Fund Performance

FMQRX performance across multiple time periods: 1-month 2.01%, YTD 10.77%, 1-year 16.62%, 3-year 15.35%, 5-year 8.29%, 10-year 7.04%.

FMQRX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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