FIFQX Mutual Fund

NAV$25.58

Returns Overview

1 Month
-1.77%
3 Months
+15.36%
6 Months
+7.02%
YTD
+6.76%
1 Year
+14.28%
3 Years (annualized)
+23.05%
5 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIFQX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+8.97%
vs Peers
-2.21%

FIFQX Mutual Fund Performance

FIFQX performance across multiple time periods: 1-month -1.77%, YTD 6.76%, 1-year 14.28%, 3-year 23.05%, 5-year 12.23%.

FIFQX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

FIFQX performance comparison shows side-by-side returns with another fund. FIFQX alternatives are available in the Mutual Fund Screener.