FIQRX Mutual Fund

NAV$26.77

Returns Overview

1 Month
+6.61%
3 Months
-2.44%
6 Months
+1.90%
YTD
+17.21%
1 Year
+32.42%
3 Years (annualized)
+15.26%
5 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQRX 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 ACWI (All Country World Index) Commodity Producers Sector Capped Index
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
-2.18%
vs Peers
+19.39%

FIQRX Mutual Fund Performance

FIQRX performance across multiple time periods: 1-month 6.61%, YTD 17.21%, 1-year 32.42%, 3-year 15.26%, 5-year 12.35%.

FIQRX returns outperform the peer average of -2.18% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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