FIVQX Mutual Fund

NAV$15.39

Returns Overview

1 Month
+2.33%
3 Months
+4.34%
6 Months
+3.99%
YTD
+8.15%
1 Year
+20.95%
3 Years (annualized)
+20.40%
5 Years (annualized)
+12.97%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVQX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+8.71%
vs Peers
-0.56%

FIVQX Mutual Fund Performance

FIVQX performance across multiple time periods: 1-month 2.33%, YTD 8.15%, 1-year 20.95%, 3-year 20.40%, 5-year 12.97%, 10-year 9.90%.

FIVQX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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