FQUAX Mutual Fund

FQUAX Mutual Fund

NAV$19.29
See how much of FQUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.03%
3 Months
-1.22%
6 Months
+0.75%
YTD
-4.89%
1 Year
-1.81%
3 Years (annualized)
+13.52%
5 Years (annualized)
+8.47%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FQUAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
-4.89%
Peer Avg (YTD)
+10.00%
vs Peers
-14.88%

FQUAX Mutual Fund Performance

FQUAX performance across multiple time periods: 1-month -5.03%, YTD -4.89%, 1-year -1.81%, 3-year 13.52%, 5-year 8.47%, 10-year 9.84%.

FQUAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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