HQIAX Mutual Fund

NAV$22.65

Returns Overview

1 Month
+0.15%
3 Months
+5.98%
6 Months
+6.77%
YTD
+6.14%
1 Year
+15.54%
3 Years (annualized)
+10.46%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.14%
Peer Avg (YTD)
+9.49%
vs Peers
-3.35%

HQIAX Mutual Fund Performance

HQIAX performance across multiple time periods: 1-month 0.15%, YTD 6.14%, 1-year 15.54%, 3-year 10.46%, 5-year 8.18%, 10-year 10.01%.

HQIAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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