FUQIX Mutual Fund

FUQIX Mutual Fund

NAV$25.60
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Returns Overview

1 Month
-5.91%
3 Months
-3.43%
6 Months
+15.24%
YTD
+5.83%
1 Year
+7.38%
3 Years (annualized)
+19.82%
5 Years (annualized)
+12.48%
10 Years (annualized)
+16.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUQIX 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
Fidelity US Quality Focus Index(^FIDUSQLP)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+8.68%
vs Peers
-2.85%

FUQIX Mutual Fund Performance

FUQIX performance across multiple time periods: 1-month -5.91%, YTD 5.83%, 1-year 7.38%, 3-year 19.82%, 5-year 12.48%, 10-year 16.08%.

FUQIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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