DQIRX Mutual Fund

DQIRX Mutual Fund

NAV$41.48
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Returns Overview

1 Month
+1.85%
3 Months
+1.34%
6 Months
+12.36%
YTD
+16.01%
1 Year
+24.00%
3 Years (annualized)
+22.30%
5 Years (annualized)
+14.66%
10 Years (annualized)
+13.46%

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)
+16.01%
Peer Avg (YTD)
+12.44%
vs Peers
+3.57%

DQIRX Mutual Fund Performance

DQIRX performance across multiple time periods: 1-month 1.85%, YTD 16.01%, 1-year 24.00%, 3-year 22.30%, 5-year 14.66%, 10-year 13.46%.

DQIRX returns outperform the peer average of 12.44% 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.