MQIFX Mutual Fund

NAV$17.26

Returns Overview

1 Month
+1.95%
3 Months
+3.54%
6 Months
+4.80%
YTD
+7.34%
1 Year
+15.04%
3 Years (annualized)
+14.31%
5 Years (annualized)
+7.51%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MQIFX 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 Value-NR
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+5.87%
vs Peers
+1.47%

MQIFX Mutual Fund Performance

MQIFX performance across multiple time periods: 1-month 1.95%, YTD 7.34%, 1-year 15.04%, 3-year 14.31%, 5-year 7.51%, 10-year 6.87%.

MQIFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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