TQAAX Mutual Fund

NAV$50.36

Returns Overview

1 Month
+5.71%
3 Months
+21.64%
6 Months
+20.88%
YTD
+19.57%
1 Year
+32.53%
3 Years (annualized)
+18.28%
5 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TQAAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.57%
Peer Avg (YTD)
+18.52%
vs Peers
+1.04%

TQAAX Mutual Fund Performance

TQAAX performance across multiple time periods: 1-month 5.71%, YTD 19.57%, 1-year 32.53%, 3-year 18.28%, 5-year 8.68%.

TQAAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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