FIQFX Mutual Fund

NAV$67.42

Returns Overview

1 Month
-7.13%
3 Months
-1.23%
6 Months
+9.61%
YTD
+21.26%
1 Year
+72.36%
3 Years (annualized)
+33.56%
5 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQFX 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
MSCI Golden Dragon Index(M1GD)
This Mutual Fund (YTD)
+21.26%
Peer Avg (YTD)
+0.49%
vs Peers
+20.77%

FIQFX Mutual Fund Performance

FIQFX performance across multiple time periods: 1-month -7.13%, YTD 21.26%, 1-year 72.36%, 3-year 33.56%, 5-year 6.52%.

FIQFX returns outperform the peer average of 0.49% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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