TQAAX Mutual Fund

TQAAX Mutual Fund

NAV$48.46
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Returns Overview

1 Month
+0.68%
3 Months
+1.64%
6 Months
+9.46%
YTD
+16.23%
1 Year
+20.41%
3 Years (annualized)
+15.27%
5 Years (annualized)
+6.29%
10 Years (annualized)
+11.09%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.23%
Peer Avg (YTD)
+15.20%
vs Peers
+1.03%

TQAAX Mutual Fund Performance

TQAAX performance across multiple time periods: 1-month 0.68%, YTD 16.23%, 1-year 20.41%, 3-year 15.27%, 5-year 6.29%, 10-year 11.09%.

TQAAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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