QKACX Mutual Fund

QKACX Mutual Fund

NAV$56.67
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Returns Overview

1 Month
-0.75%
3 Months
+0.71%
6 Months
+5.30%
YTD
+10.44%
1 Year
+12.03%
3 Years (annualized)
+26.43%
5 Years (annualized)
+13.92%
10 Years (annualized)
+16.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QKACX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+7.09%
vs Peers
+3.35%

QKACX Mutual Fund Performance

QKACX performance across multiple time periods: 1-month -0.75%, YTD 10.44%, 1-year 12.03%, 3-year 26.43%, 5-year 13.92%, 10-year 16.91%.

QKACX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

QKACX vs another fund shows side-by-side returns. QKACX alternatives are available in the Mutual Fund Screener.