HQIYX Mutual Fund

HQIYX Mutual Fund

NAV$23.24
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Returns Overview

1 Month
+0.11%
3 Months
+5.96%
6 Months
+6.85%
YTD
+6.23%
1 Year
+15.87%
3 Years (annualized)
+10.75%
5 Years (annualized)
+8.46%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIYX 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
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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)
+6.23%
Peer Avg (YTD)
+9.49%
vs Peers
-3.26%

HQIYX Mutual Fund Performance

HQIYX performance across multiple time periods: 1-month 0.11%, YTD 6.23%, 1-year 15.87%, 3-year 10.75%, 5-year 8.46%, 10-year 10.32%.

HQIYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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