QAOSWX Mutual Fund

QAOSWX Mutual Fund

See how much of QAOSWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.75%
3 Months
-1.01%
6 Months
+0.51%
YTD
-1.33%
1 Year
-1.80%
3 Years (annualized)
+20.03%
5 Years (annualized)
+8.69%
10 Years (annualized)
+16.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QAOSWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-1.33%
Peer Avg (YTD)
+7.13%
vs Peers
-8.46%

QAOSWX Mutual Fund Performance

QAOSWX performance across multiple time periods: 1-month -2.75%, YTD -1.33%, 1-year -1.80%, 3-year 20.03%, 5-year 8.69%, 10-year 16.80%.

QAOSWX returns trail the peer average of 7.13% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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