FQUAX Mutual Fund

FQUAX Mutual Fund

NAV$20.65
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Returns Overview

1 Month
+8.72%
3 Months
+3.62%
6 Months
+6.83%
YTD
+3.41%
1 Year
+9.67%
3 Years (annualized)
+15.96%
5 Years (annualized)
+9.24%
10 Years (annualized)
+10.50%

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)
+3.41%
Peer Avg (YTD)
+12.44%
vs Peers
-9.03%

FQUAX Mutual Fund Performance

FQUAX performance across multiple time periods: 1-month 8.72%, YTD 3.41%, 1-year 9.67%, 3-year 15.96%, 5-year 9.24%, 10-year 10.50%.

FQUAX returns trail the peer average of 12.44% 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.