QDSIX Mutual Fund

NAV$14.82

Returns Overview

1 Month
-1.36%
3 Months
+0.62%
6 Months
+3.85%
YTD
+3.78%
1 Year
+11.60%
3 Years (annualized)
+17.06%
5 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDSIX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+3.78%
Peer Avg (YTD)
+3.47%
vs Peers
+0.31%

QDSIX Mutual Fund Performance

QDSIX performance across multiple time periods: 1-month -1.36%, YTD 3.78%, 1-year 11.60%, 3-year 17.06%, 5-year 14.04%.

QDSIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.21%, investors should weigh costs against performance when evaluating this mutual fund.

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