FIQLX Mutual Fund

NAV$23.60

Returns Overview

1 Month
-3.91%
3 Months
+4.38%
6 Months
+11.37%
YTD
+18.59%
1 Year
+40.88%
3 Years (annualized)
+21.49%
5 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQLX 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
Tokyo Stock Price Index(^TOPIX)
This Mutual Fund (YTD)
+18.59%
Peer Avg (YTD)
+21.82%
vs Peers
-3.22%

FIQLX Mutual Fund Performance

FIQLX performance across multiple time periods: 1-month -3.91%, YTD 18.59%, 1-year 40.88%, 3-year 21.49%, 5-year 10.14%.

FIQLX returns trail the peer average of 21.82% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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