DQIAX Mutual Fund

NAV$41.23

Returns Overview

1 Month
-2.52%
3 Months
+11.65%
6 Months
+12.01%
YTD
+11.48%
1 Year
+22.97%
3 Years (annualized)
+20.23%
5 Years (annualized)
+13.71%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DQIAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+9.49%
vs Peers
+1.99%

DQIAX Mutual Fund Performance

DQIAX performance across multiple time periods: 1-month -2.52%, YTD 11.48%, 1-year 22.97%, 3-year 20.23%, 5-year 13.71%, 10-year 12.79%.

DQIAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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