QASOX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
+2.92%
3 Months
+9.20%
6 Months
+9.20%
YTD
+9.20%
1 Year
+18.61%
3 Years (annualized)
+16.47%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+3.47%
vs Peers
+5.73%

QASOX Mutual Fund Performance

QASOX performance across multiple time periods: 1-month 2.92%, YTD 9.20%, 1-year 18.61%, 3-year 16.47%.

QASOX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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