FMIQX Mutual Fund

NAV$13.93

Returns Overview

1 Month
+3.11%
3 Months
+5.69%
6 Months
+1.75%
YTD
+4.50%
1 Year
+3.88%
3 Years (annualized)
+6.75%
5 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+9.51%
vs Peers
-5.01%

FMIQX Mutual Fund Performance

FMIQX performance across multiple time periods: 1-month 3.11%, YTD 4.50%, 1-year 3.88%, 3-year 6.75%, 5-year 4.23%.

FMIQX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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