QAITX Mutual Fund

QAITX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
+5.37%
3 Months
-2.71%
6 Months
-4.78%
YTD
-1.61%
1 Year
+12.28%
3 Years (annualized)
+11.81%
5 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QAITX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.61%
Peer Avg (YTD)
+2.70%
vs Peers
-4.32%

QAITX Mutual Fund Performance

QAITX performance across multiple time periods: 1-month 5.37%, YTD -1.61%, 1-year 12.28%, 3-year 11.81%, 5-year 3.07%.

QAITX returns trail the peer average of 2.70% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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