FMQSX Mutual Fund

FMQSX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
-4.34%
3 Months
-0.24%
6 Months
+5.50%
YTD
+5.57%
1 Year
+9.44%
3 Years (annualized)
+14.73%
5 Years (annualized)
+7.70%
10 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMQSX 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 World Value-NR
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+4.96%
vs Peers
+0.60%

FMQSX Mutual Fund Performance

FMQSX performance across multiple time periods: 1-month -4.34%, YTD 5.57%, 1-year 9.44%, 3-year 14.73%, 5-year 7.70%, 10-year 6.07%.

FMQSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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