FMQRX Mutual Fund

FMQRX Mutual Fund

NAV$17.83
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Returns Overview

1 Month
+2.35%
3 Months
+4.31%
6 Months
+5.38%
YTD
+8.59%
1 Year
+18.26%
3 Years (annualized)
+14.09%
5 Years (annualized)
+8.15%
10 Years (annualized)
+6.97%

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)
+8.59%
Peer Avg (YTD)
+5.54%
vs Peers
+3.06%

FMQRX Mutual Fund Performance

FMQRX performance across multiple time periods: 1-month 2.35%, YTD 8.59%, 1-year 18.26%, 3-year 14.09%, 5-year 8.15%, 10-year 6.97%.

FMQRX returns outperform the peer average of 5.54% 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.