FIVQX Mutual Fund

FIVQX Mutual Fund

NAV$14.96
See how much of FIVQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.45%
3 Months
+0.20%
6 Months
+5.96%
YTD
+6.25%
1 Year
+13.13%
3 Years (annualized)
+21.61%
5 Years (annualized)
+13.34%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVQX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+9.89%
vs Peers
-3.64%

FIVQX Mutual Fund Performance

FIVQX performance across multiple time periods: 1-month -3.45%, YTD 6.25%, 1-year 13.13%, 3-year 21.61%, 5-year 13.34%, 10-year 9.84%.

FIVQX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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