HQITX Mutual Fund

HQITX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
+4.05%
3 Months
+5.12%
6 Months
+7.49%
YTD
+10.56%
1 Year
+20.14%
3 Years (annualized)
+12.62%
5 Years (annualized)
+10.06%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQITX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+11.41%
vs Peers
-0.85%

HQITX Mutual Fund Performance

HQITX performance across multiple time periods: 1-month 4.05%, YTD 10.56%, 1-year 20.14%, 3-year 12.62%, 5-year 10.06%, 10-year 11.00%.

HQITX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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