FIQEX Mutual Fund

FIQEX Mutual Fund

NAV$86.17
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Returns Overview

1 Month
-6.20%
3 Months
+2.56%
6 Months
+4.59%
YTD
+6.96%
1 Year
+12.47%
3 Years (annualized)
+18.86%
5 Years (annualized)
+12.43%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQEX 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
S&P/TSX Composite Index(^TSX:CA)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+7.91%
vs Peers
-0.95%

FIQEX Mutual Fund Performance

FIQEX performance across multiple time periods: 1-month -6.20%, YTD 6.96%, 1-year 12.47%, 3-year 18.86%, 5-year 12.43%, 10-year 10.41%.

FIQEX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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