FIQAX Mutual Fund

FIQAX Mutual Fund

NAV$18.72
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Returns Overview

1 Month
-1.43%
3 Months
-0.90%
6 Months
+9.97%
YTD
+8.75%
1 Year
+12.34%
3 Years (annualized)
+14.40%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+4.96%
vs Peers
+3.79%

FIQAX Mutual Fund Performance

FIQAX performance across multiple time periods: 1-month -1.43%, YTD 8.75%, 1-year 12.34%, 3-year 14.40%, 5-year 6.65%, 10-year 9.18%.

FIQAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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