FIQOX Mutual Fund

FIQOX Mutual Fund

NAV$42.83
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Returns Overview

1 Month
+1.49%
3 Months
-4.90%
6 Months
+21.18%
YTD
+16.25%
1 Year
+19.62%
3 Years (annualized)
+21.93%
5 Years (annualized)
+10.14%
10 Years (annualized)
+15.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQOX 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 World Index(MDWO)
This Mutual Fund (YTD)
+16.25%
Peer Avg (YTD)
+8.68%
vs Peers
+7.57%

FIQOX Mutual Fund Performance

FIQOX performance across multiple time periods: 1-month 1.49%, YTD 16.25%, 1-year 19.62%, 3-year 21.93%, 5-year 10.14%, 10-year 15.79%.

FIQOX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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