FIQBX Mutual Fund

NAV$33.90

Returns Overview

1 Month
+0.78%
3 Months
+12.72%
6 Months
+11.97%
YTD
+11.23%
1 Year
+22.25%
3 Years (annualized)
+15.87%
5 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+11.23%
Peer Avg (YTD)
+6.73%
vs Peers
+4.50%

FIQBX Mutual Fund Performance

FIQBX performance across multiple time periods: 1-month 0.78%, YTD 11.23%, 1-year 22.25%, 3-year 15.87%, 5-year 8.21%.

FIQBX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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