QRPNX Mutual Fund

NAV$16.51

Returns Overview

1 Month
+3.71%
3 Months
+7.70%
6 Months
+17.34%
YTD
+21.22%
1 Year
+31.52%
3 Years (annualized)
+20.50%
5 Years (annualized)
+19.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QRPNX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+21.22%
Peer Avg (YTD)
+3.47%
vs Peers
+17.75%

QRPNX Mutual Fund Performance

QRPNX performance across multiple time periods: 1-month 3.71%, YTD 21.22%, 1-year 31.52%, 3-year 20.50%, 5-year 19.11%.

QRPNX returns outperform the peer average of 3.47% YTD. With an expense ratio of 5.31%, investors should weigh costs against performance when evaluating this mutual fund.

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