FIQJX Mutual Fund

FIQJX Mutual Fund

NAV$22.73
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Returns Overview

1 Month
-2.17%
3 Months
+0.04%
6 Months
+8.20%
YTD
+5.90%
1 Year
+7.42%
3 Years (annualized)
+15.64%
5 Years (annualized)
+3.25%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQJX 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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+7.86%
vs Peers
-1.96%

FIQJX Mutual Fund Performance

FIQJX performance across multiple time periods: 1-month -2.17%, YTD 5.90%, 1-year 7.42%, 3-year 15.64%, 5-year 3.25%, 10-year 9.03%.

FIQJX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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