QAAAJX Mutual Fund

Returns Overview

1 Month
-4.64%
3 Months
+13.56%
6 Months
+0.77%
YTD
+1.23%
1 Year
+10.97%
3 Years (annualized)
+21.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QAAAJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+8.97%
vs Peers
-7.74%

QAAAJX Mutual Fund Performance

QAAAJX performance across multiple time periods: 1-month -4.64%, YTD 1.23%, 1-year 10.97%, 3-year 21.47%.

QAAAJX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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