FIQTX Mutual Fund

NAV$12.30

Returns Overview

1 Month
+0.55%
3 Months
+6.45%
6 Months
+6.64%
YTD
+6.10%
1 Year
+12.70%
3 Years (annualized)
+11.77%
5 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIQTX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+6.10%
Peer Avg (YTD)
+3.23%
vs Peers
+2.87%

FIQTX Mutual Fund Performance

FIQTX performance across multiple time periods: 1-month 0.55%, YTD 6.10%, 1-year 12.70%, 3-year 11.77%, 5-year 6.43%.

FIQTX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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