QAAGRX Mutual Fund

Returns Overview

1 Month
-0.42%
3 Months
+7.41%
6 Months
+6.53%
YTD
+6.10%
1 Year
+14.28%
3 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QAAGRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.10%
Peer Avg (YTD)
+5.87%
vs Peers
+0.23%

QAAGRX Mutual Fund Performance

QAAGRX performance across multiple time periods: 1-month -0.42%, YTD 6.10%, 1-year 14.28%, 3-year 12.39%.

QAAGRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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