QDFPAX Mutual Fund

Returns Overview

1 Month
-1.41%
3 Months
+7.06%
6 Months
+11.60%
YTD
-2.29%
1 Year
+19.49%
3 Years
+18.14%
5 Years
+16.17%
10 Years
+9.80%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would QDFPAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
+0.87%
vs Peers
-3.15%

QDFPAX Mutual Fund Performance

QDFPAX performance across multiple time periods: 1-month -1.41%, YTD -2.29%, 1-year 19.49%, 3-year 18.14%, 5-year 16.17%, 10-year 9.80%.

QDFPAX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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