FQTEX Mutual Fund

FQTEX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
+3.70%
3 Months
+3.13%
6 Months
+8.97%
YTD
+12.73%
1 Year
+21.07%
3 Years (annualized)
+17.01%
5 Years (annualized)
+12.28%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+12.44%
vs Peers
+0.29%

FQTEX Mutual Fund Performance

FQTEX performance across multiple time periods: 1-month 3.70%, YTD 12.73%, 1-year 21.07%, 3-year 17.01%, 5-year 12.28%.

FQTEX returns outperform the peer average of 12.44% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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