DQIYX Mutual Fund

NAV$41.63

Returns Overview

1 Month
-2.50%
3 Months
+11.69%
6 Months
+12.13%
YTD
+11.63%
1 Year
+23.30%
3 Years (annualized)
+20.52%
5 Years (annualized)
+13.99%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DQIYX 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)
+11.63%
Peer Avg (YTD)
+9.49%
vs Peers
+2.14%

DQIYX Mutual Fund Performance

DQIYX performance across multiple time periods: 1-month -2.50%, YTD 11.63%, 1-year 23.30%, 3-year 20.52%, 5-year 13.99%, 10-year 13.13%.

DQIYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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