MFQAX Mutual Fund

NAV$16.89

Returns Overview

1 Month
+4.78%
3 Months
+7.24%
6 Months
+1.38%
YTD
+0.84%
1 Year
-2.33%
3 Years (annualized)
+9.37%
5 Years (annualized)
+6.91%
10 Years (annualized)
+15.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFQAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+8.97%
vs Peers
-8.14%

MFQAX Mutual Fund Performance

MFQAX performance across multiple time periods: 1-month 4.78%, YTD 0.84%, 1-year -2.33%, 3-year 9.37%, 5-year 6.91%, 10-year 15.43%.

MFQAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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