QAAHBX Mutual Fund

Returns Overview

1 Month
+8.77%
3 Months
+14.34%
6 Months
+7.14%
YTD
+7.12%
1 Year
+30.10%
3 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QAAHBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+9.51%
vs Peers
-2.38%

QAAHBX Mutual Fund Performance

QAAHBX performance across multiple time periods: 1-month 8.77%, YTD 7.12%, 1-year 30.10%, 3-year 7.81%.

QAAHBX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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