QDRPAX Mutual Fund

QDRPAX Mutual Fund

Returns Overview

1 Month
+4.06%
3 Months
+13.98%
6 Months
+12.28%
YTD
+12.28%
1 Year
+7.97%
3 Years (annualized)
+6.07%
5 Years (annualized)
-0.36%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QDRPAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.28%
Peer Avg (YTD)
+8.97%
vs Peers
+3.31%

QDRPAX Mutual Fund Performance

QDRPAX performance across multiple time periods: 1-month 4.06%, YTD 12.28%, 1-year 7.97%, 3-year 6.07%, 5-year -0.36%, 10-year 3.06%.

QDRPAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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