FIQFX Mutual Fund

FIQFX Mutual Fund

NAV$70.65
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Returns Overview

1 Month
+0.55%
3 Months
-3.10%
6 Months
+22.99%
YTD
+29.23%
1 Year
+34.35%
3 Years (annualized)
+32.54%
5 Years (annualized)
+8.22%
10 Years (annualized)
+15.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQFX 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
MSCI Golden Dragon Index(M1GD)
This Mutual Fund (YTD)
+29.23%
Peer Avg (YTD)
-4.06%
vs Peers
+33.29%

FIQFX Mutual Fund Performance

FIQFX performance across multiple time periods: 1-month 0.55%, YTD 29.23%, 1-year 34.35%, 3-year 32.54%, 5-year 8.22%, 10-year 15.22%.

FIQFX returns outperform the peer average of -4.06% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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