FIAQX Mutual Fund

FIAQX Mutual Fund

NAV$33.04
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Returns Overview

1 Month
-5.38%
3 Months
-0.45%
6 Months
+7.25%
YTD
+8.80%
1 Year
+14.66%
3 Years (annualized)
+13.61%
5 Years (annualized)
+9.88%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIAQX 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 3000 Value Index
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+10.00%
vs Peers
-1.20%

FIAQX Mutual Fund Performance

FIAQX performance across multiple time periods: 1-month -5.38%, YTD 8.80%, 1-year 14.66%, 3-year 13.61%, 5-year 9.88%, 10-year 9.72%.

FIAQX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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