FQUAX Mutual Fund

NAV$18.61

Returns Overview

1 Month
+2.66%
3 Months
+3.71%
6 Months
+5.04%
YTD
+1.98%
1 Year
+6.80%
3 Years
+15.92%
5 Years
+13.18%
10 Years
+11.00%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FQUAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+5.12%
vs Peers
-3.13%

FQUAX Mutual Fund Performance

FQUAX performance across multiple time periods: 1-month 2.66%, YTD 1.98%, 1-year 6.80%, 3-year 15.92%, 5-year 13.18%, 10-year 11.00%.

FQUAX returns trail the peer average of 5.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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