FQTEX Mutual Fund

NAV$15.15

Returns Overview

1 Month
-3.51%
3 Months
+4.63%
6 Months
+6.37%
YTD
+5.46%
1 Year
+17.62%
3 Years (annualized)
+15.08%
5 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FQTEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+9.49%
vs Peers
-4.03%

FQTEX Mutual Fund Performance

FQTEX performance across multiple time periods: 1-month -3.51%, YTD 5.46%, 1-year 17.62%, 3-year 15.08%, 5-year 11.33%.

FQTEX returns trail the peer average of 9.49% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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