DQIRX Mutual Fund

DQIRX Mutual Fund

NAV$41.07
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Returns Overview

1 Month
+2.05%
3 Months
+3.71%
6 Months
+11.23%
YTD
+13.90%
1 Year
+25.37%
3 Years (annualized)
+21.99%
5 Years (annualized)
+15.62%
10 Years (annualized)
+13.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DQIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.90%
Peer Avg (YTD)
+11.41%
vs Peers
+2.49%

DQIRX Mutual Fund Performance

DQIRX performance across multiple time periods: 1-month 2.05%, YTD 13.90%, 1-year 25.37%, 3-year 21.99%, 5-year 15.62%, 10-year 13.95%.

DQIRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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