QUSIX Mutual Fund

NAV$19.19

Returns Overview

1 Month
+4.12%
3 Months
+1.64%
6 Months
-0.26%
YTD
+4.98%
1 Year
+3.90%
3 Years (annualized)
+11.21%
5 Years (annualized)
+4.57%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QUSIX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+4.98%
Peer Avg (YTD)
+11.18%
vs Peers
-6.20%

QUSIX Mutual Fund Performance

QUSIX performance across multiple time periods: 1-month 4.12%, YTD 4.98%, 1-year 3.90%, 3-year 11.21%, 5-year 4.57%, 10-year 8.07%.

QUSIX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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