FIQRX Mutual Fund

FIQRX Mutual Fund

NAV$28.62
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Returns Overview

1 Month
-6.11%
3 Months
+8.65%
6 Months
-1.83%
YTD
+19.83%
1 Year
+30.21%
3 Years (annualized)
+19.20%
5 Years (annualized)
+16.35%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQRX 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 ACWI (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+19.83%
Peer Avg (YTD)
+7.76%
vs Peers
+12.08%

FIQRX Mutual Fund Performance

FIQRX performance across multiple time periods: 1-month -6.11%, YTD 19.83%, 1-year 30.21%, 3-year 19.20%, 5-year 16.35%, 10-year 12.04%.

FIQRX returns outperform the peer average of 7.76% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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