HQISX Mutual Fund

HQISX Mutual Fund

NAV$23.32
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Returns Overview

1 Month
+6.65%
3 Months
+3.29%
6 Months
+8.55%
YTD
+13.96%
1 Year
+19.98%
3 Years (annualized)
+17.14%
5 Years (annualized)
+9.64%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQISX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.96%
Peer Avg (YTD)
+14.61%
vs Peers
-0.66%

HQISX Mutual Fund Performance

HQISX performance across multiple time periods: 1-month 6.65%, YTD 13.96%, 1-year 19.98%, 3-year 17.14%, 5-year 9.64%, 10-year 10.67%.

HQISX returns trail the peer average of 14.61% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

HQISX vs another fund shows side-by-side returns. HQISX alternatives are available in the Mutual Fund Screener.