MFQTX Mutual Fund

MFQTX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
-0.68%
3 Months
+8.27%
6 Months
-3.59%
YTD
-3.71%
1 Year
-2.12%
3 Years (annualized)
+9.64%
5 Years (annualized)
+6.09%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFQTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-3.71%
Peer Avg (YTD)
+8.97%
vs Peers
-12.68%

MFQTX Mutual Fund Performance

MFQTX performance across multiple time periods: 1-month -0.68%, YTD -3.71%, 1-year -2.12%, 3-year 9.64%, 5-year 6.09%, 10-year 15.14%.

MFQTX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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