QASOX Mutual Fund

QASOX Mutual Fund

NAV$11.32
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Returns Overview

1 Month
+2.18%
3 Months
+4.46%
6 Months
+9.44%
YTD
+12.50%
1 Year
+14.06%
3 Years (annualized)
+15.00%
5 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QASOX 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)
+12.50%
Peer Avg (YTD)
+3.99%
vs Peers
+8.51%

QASOX Mutual Fund Performance

QASOX performance across multiple time periods: 1-month 2.18%, YTD 12.50%, 1-year 14.06%, 3-year 15.00%, 5-year 7.48%.

QASOX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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