FMQSX Mutual Fund

FMQSX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
+1.34%
3 Months
-1.21%
6 Months
+2.92%
YTD
+6.98%
1 Year
+12.02%
3 Years (annualized)
+14.94%
5 Years (annualized)
+6.80%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMQSX 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)
+6.98%
Peer Avg (YTD)
+5.30%
vs Peers
+1.68%

FMQSX Mutual Fund Performance

FMQSX performance across multiple time periods: 1-month 1.34%, YTD 6.98%, 1-year 12.02%, 3-year 14.94%, 5-year 6.80%, 10-year 5.65%.

FMQSX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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