QUASX Mutual Fund

QUASX Mutual Fund

NAV$69.14
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Returns Overview

1 Month
-3.89%
3 Months
-8.59%
6 Months
-8.55%
YTD
+3.92%
1 Year
+3.42%
3 Years (annualized)
+16.26%
5 Years (annualized)
-2.37%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUASX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+14.00%
vs Peers
-10.08%

QUASX Mutual Fund Performance

QUASX performance across multiple time periods: 1-month -3.89%, YTD 3.92%, 1-year 3.42%, 3-year 16.26%, 5-year -2.37%, 10-year 11.75%.

QUASX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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