FQTEX Mutual Fund

FQTEX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
+3.08%
3 Months
+1.08%
6 Months
+5.80%
YTD
+8.71%
1 Year
+21.14%
3 Years (annualized)
+14.69%
5 Years (annualized)
+11.75%

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
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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 USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+11.41%
vs Peers
-2.70%

FQTEX Mutual Fund Performance

FQTEX performance across multiple time periods: 1-month 3.08%, YTD 8.71%, 1-year 21.14%, 3-year 14.69%, 5-year 11.75%.

FQTEX returns trail the peer average of 11.41% 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.