FMQSX Mutual Fund

NAV$17.03

Returns Overview

1 Month
+0.86%
3 Months
+5.76%
6 Months
+6.38%
YTD
+5.83%
1 Year
+14.44%
3 Years (annualized)
+13.75%
5 Years (annualized)
+6.98%
10 Years (annualized)
+6.36%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Value-NR
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+5.87%
vs Peers
-0.04%

FMQSX Mutual Fund Performance

FMQSX performance across multiple time periods: 1-month 0.86%, YTD 5.83%, 1-year 14.44%, 3-year 13.75%, 5-year 6.98%, 10-year 6.36%.

FMQSX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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