FIQCX Mutual Fund

FIQCX Mutual Fund

NAV$34.40
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Returns Overview

1 Month
-1.07%
3 Months
-0.12%
6 Months
+15.13%
YTD
+13.12%
1 Year
+17.87%
3 Years (annualized)
+18.63%
5 Years (annualized)
+9.15%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQCX 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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+6.10%
vs Peers
+7.02%

FIQCX Mutual Fund Performance

FIQCX performance across multiple time periods: 1-month -1.07%, YTD 13.12%, 1-year 17.87%, 3-year 18.63%, 5-year 9.15%, 10-year 12.11%.

FIQCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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