QAMWEX Mutual Fund

QAMWEX Mutual Fund

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Returns Overview

1 Month
+1.83%
3 Months
+1.79%
6 Months
+1.30%
YTD
+3.53%
1 Year
-7.64%
3 Years (annualized)
+1.15%
5 Years (annualized)
+1.99%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QAMWEX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+9.89%
vs Peers
-6.36%

QAMWEX Mutual Fund Performance

QAMWEX performance across multiple time periods: 1-month 1.83%, YTD 3.53%, 1-year -7.64%, 3-year 1.15%, 5-year 1.99%, 10-year 9.35%.

QAMWEX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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