FQUAX Mutual Fund

FQUAX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
+3.65%
3 Months
+3.10%
6 Months
+0.46%
YTD
+0.46%
1 Year
+4.87%
3 Years (annualized)
+12.98%
5 Years (annualized)
+8.91%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FQUAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+11.41%
vs Peers
-10.95%

FQUAX Mutual Fund Performance

FQUAX performance across multiple time periods: 1-month 3.65%, YTD 0.46%, 1-year 4.87%, 3-year 12.98%, 5-year 8.91%, 10-year 9.74%.

FQUAX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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