QDISX Mutual Fund

NAV$20.75

Returns Overview

1 Month
-0.24%
3 Months
+3.80%
6 Months
+4.69%
YTD
+8.53%
1 Year
+26.86%
3 Years (annualized)
+20.85%
5 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDISX 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
MSCI ACWI Investable Markets Index
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+8.97%
vs Peers
-0.45%

QDISX Mutual Fund Performance

QDISX performance across multiple time periods: 1-month -0.24%, YTD 8.53%, 1-year 26.86%, 3-year 20.85%, 5-year 12.26%.

QDISX returns trail the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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