FIQDX Mutual Fund

NAV$9.41

Returns Overview

1 Month
+0.64%
3 Months
-1.16%
6 Months
+1.62%
YTD
+6.09%
1 Year
+12.33%
3 Years (annualized)
+8.80%
5 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+4.14%
vs Peers
+1.95%

FIQDX Mutual Fund Performance

FIQDX performance across multiple time periods: 1-month 0.64%, YTD 6.09%, 1-year 12.33%, 3-year 8.80%, 5-year 5.79%.

FIQDX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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