HQIFX Mutual Fund

HQIFX Mutual Fund

NAV$22.46
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Returns Overview

1 Month
+0.18%
3 Months
+6.03%
6 Months
+6.93%
YTD
+6.29%
1 Year
+27.10%
3 Years (annualized)
+14.24%
5 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIFX 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)
+6.29%
Peer Avg (YTD)
+9.49%
vs Peers
-3.20%

HQIFX Mutual Fund Performance

HQIFX performance across multiple time periods: 1-month 0.18%, YTD 6.29%, 1-year 27.10%, 3-year 14.24%, 5-year 10.55%.

HQIFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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