QNZRX Mutual Fund

NAV$18.35

Returns Overview

1 Month
+1.33%
3 Months
+0.38%
6 Months
+7.31%
YTD
+12.71%
1 Year
+30.46%
3 Years (annualized)
+28.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QNZRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+12.71%
Peer Avg (YTD)
+3.78%
vs Peers
+8.94%

QNZRX Mutual Fund Performance

QNZRX performance across multiple time periods: 1-month 1.33%, YTD 12.71%, 1-year 30.46%, 3-year 28.99%.

QNZRX returns outperform the peer average of 3.78% YTD. With an expense ratio of 3.17%, investors should weigh costs against performance when evaluating this mutual fund.

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