FMQRX Mutual Fund

FMQRX Mutual Fund

NAV$17.09
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Returns Overview

1 Month
-4.33%
3 Months
-0.12%
6 Months
+5.78%
YTD
+5.98%
1 Year
+10.05%
3 Years (annualized)
+15.35%
5 Years (annualized)
+8.29%
10 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMQRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Value-NR
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+4.96%
vs Peers
+1.01%

FMQRX Mutual Fund Performance

FMQRX performance across multiple time periods: 1-month -4.33%, YTD 5.98%, 1-year 10.05%, 3-year 15.35%, 5-year 8.29%, 10-year 7.04%.

FMQRX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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