HQIFX Mutual Fund

HQIFX Mutual Fund

NAV$21.66
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Returns Overview

1 Month
+1.18%
3 Months
+5.48%
6 Months
+5.56%
YTD
+11.91%
1 Year
+16.96%
3 Years (annualized)
+14.21%
5 Years (annualized)
+9.91%
10 Years (annualized)
+11.11%

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)
+11.91%
Peer Avg (YTD)
+12.44%
vs Peers
-0.52%

HQIFX Mutual Fund Performance

HQIFX performance across multiple time periods: 1-month 1.18%, YTD 11.91%, 1-year 16.96%, 3-year 14.21%, 5-year 9.91%, 10-year 11.11%.

HQIFX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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