FIQTX Mutual Fund

FIQTX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-0.84%
3 Months
-1.88%
6 Months
+4.45%
YTD
+4.10%
1 Year
+6.30%
3 Years (annualized)
+10.80%
5 Years (annualized)
+5.86%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+4.10%
Peer Avg (YTD)
+0.50%
vs Peers
+3.60%

FIQTX Mutual Fund Performance

FIQTX performance across multiple time periods: 1-month -0.84%, YTD 4.10%, 1-year 6.30%, 3-year 10.80%, 5-year 5.86%, 10-year 8.18%.

FIQTX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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