FUQIX Mutual Fund

NAV$26.94

Returns Overview

1 Month
+2.83%
3 Months
+19.33%
6 Months
+9.27%
YTD
+9.59%
1 Year
+19.81%
3 Years (annualized)
+19.92%
5 Years (annualized)
+13.50%
10 Years (annualized)
+16.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUQIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity US Quality Focus Index(^FIDUSQLP)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+8.97%
vs Peers
+0.62%

FUQIX Mutual Fund Performance

FUQIX performance across multiple time periods: 1-month 2.83%, YTD 9.59%, 1-year 19.81%, 3-year 19.92%, 5-year 13.50%, 10-year 16.32%.

FUQIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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