QDFPAX Mutual Fund

Returns Overview

1 Month
+6.73%
3 Months
+9.69%
6 Months
+0.06%
YTD
-0.84%
1 Year
+13.72%
3 Years (annualized)
+22.02%
5 Years (annualized)
+11.05%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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📉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

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)
-0.84%
Peer Avg (YTD)
+8.97%
vs Peers
-9.81%

QDFPAX Mutual Fund Performance

QDFPAX performance across multiple time periods: 1-month 6.73%, YTD -0.84%, 1-year 13.72%, 3-year 22.02%, 5-year 11.05%, 10-year 10.40%.

QDFPAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, 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.