FMIQX Mutual Fund

FMIQX Mutual Fund

NAV$13.96
See how much of FMIQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.57%
3 Months
-1.39%
6 Months
+7.39%
YTD
+1.35%
1 Year
+1.58%
3 Years (annualized)
+11.23%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+9.98%
vs Peers
-8.63%

FMIQX Mutual Fund Performance

FMIQX performance across multiple time periods: 1-month -6.57%, YTD 1.35%, 1-year 1.58%, 3-year 11.23%, 5-year 6.93%, 10-year 9.78%.

FMIQX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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