FICQX Mutual Fund

FICQX Mutual Fund

NAV$37.22
See how much of FICQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.54%
3 Months
-4.21%
6 Months
+13.03%
YTD
+6.07%
1 Year
+7.24%
3 Years (annualized)
+13.26%
5 Years (annualized)
+5.69%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FICQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+8.70%
vs Peers
-2.62%

FICQX Mutual Fund Performance

FICQX performance across multiple time periods: 1-month -0.54%, YTD 6.07%, 1-year 7.24%, 3-year 13.26%, 5-year 5.69%, 10-year 9.71%.

FICQX returns trail the peer average of 8.70% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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