DQIRX Mutual Fund

NAV$41.34

Returns Overview

1 Month
-2.49%
3 Months
+11.71%
6 Months
+12.12%
YTD
+11.62%
1 Year
+23.23%
3 Years (annualized)
+21.49%
5 Years (annualized)
+14.53%
10 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DQIRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.62%
Peer Avg (YTD)
+9.49%
vs Peers
+2.13%

DQIRX Mutual Fund Performance

DQIRX performance across multiple time periods: 1-month -2.49%, YTD 11.62%, 1-year 23.23%, 3-year 21.49%, 5-year 14.53%, 10-year 13.33%.

DQIRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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