HQISX Mutual Fund

NAV$22.79

Returns Overview

1 Month
+0.12%
3 Months
+5.92%
6 Months
+6.73%
YTD
+6.05%
1 Year
+15.43%
3 Years (annualized)
+10.36%
5 Years (annualized)
+8.09%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQISX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.05%
Peer Avg (YTD)
+9.49%
vs Peers
-3.44%

HQISX Mutual Fund Performance

HQISX performance across multiple time periods: 1-month 0.12%, YTD 6.05%, 1-year 15.43%, 3-year 10.36%, 5-year 8.09%, 10-year 9.93%.

HQISX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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