HQIYX Mutual Fund

HQIYX Mutual Fund

NAV$22.65
See how much of HQIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.22%
3 Months
+0.87%
6 Months
+6.88%
YTD
+7.15%
1 Year
+12.13%
3 Years (annualized)
+14.12%
5 Years (annualized)
+9.81%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIYX 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)
+7.15%
Peer Avg (YTD)
+10.00%
vs Peers
-2.84%

HQIYX Mutual Fund Performance

HQIYX performance across multiple time periods: 1-month -4.22%, YTD 7.15%, 1-year 12.13%, 3-year 14.12%, 5-year 9.81%, 10-year 11.08%.

HQIYX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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