FQUAX Mutual Fund

NAV$19.17

Returns Overview

1 Month
+1.48%
3 Months
-0.21%
6 Months
-2.64%
YTD
-2.44%
1 Year
+1.22%
3 Years (annualized)
+13.17%
5 Years (annualized)
+8.48%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
-2.44%
Peer Avg (YTD)
+9.49%
vs Peers
-11.93%

FQUAX Mutual Fund Performance

FQUAX performance across multiple time periods: 1-month 1.48%, YTD -2.44%, 1-year 1.22%, 3-year 13.17%, 5-year 8.48%, 10-year 9.69%.

FQUAX returns trail the peer average of 9.49% 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.